Integrated Wealth Management (Palm Desert)’s MFA Financial MFA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio MFA Stock Details MFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-925	Closed	-$28K	–	716
2016 Q3	$28K	Buy	925 +675	+270%	+$20.5K	0.01%	528
2016 Q2	$7K	Hold	250	–	–	﹤0.01%	849
2016 Q1	$7K	Hold	250	–	–	﹤0.01%	787
2015 Q4	$7K	Hold	250	–	–	﹤0.01%	862
2015 Q3	$7K	Hold	250	–	–	﹤0.01%	860
2015 Q2	$7K	Hold	250	–	–	﹤0.01%	877
2015 Q1	$7K	Buy	+250	New	+$7.91K	﹤0.01%	846

Other funds holding MFA

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MFA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of MFA Financial (MFA) in Q4 2016, closing a stake of 925 shares — an estimated $28K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MFA in Q1 2015 and held it in 7 quarters. The position peaked at $28K in Q3 2016. 271 funds tracked by Wall St. Rank hold MFA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining MFA Financial position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 925 MFA Financial shares in Q4 2016, an estimated $28K.
Integrated Wealth Management (Palm Desert) first reported a position in MFA Financial in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s MFA Financial position peaked at $28K in Q3 2016.
271 funds tracked by Wall St. Rank held MFA Financial as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.