JWA
MFA

JFS Wealth Advisors’s MFA Financial MFA Stock Holding History

JFS Wealth Advisors’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
2017
Q2 		– Sell
-313
Closed -$10K – 435
2017
Q1 		$10K Hold
313
– – ﹤0.01% 354
2016
Q4 		$10K Hold
313
– – ﹤0.01% 354
2016
Q3 		$9K Hold
313
– – ﹤0.01% 393
2016
Q2 		$9K Hold
313
– – ﹤0.01% 397
2016
Q1 		$9K Sell
313
-312
-50% -$8.18K ﹤0.01% 407
2015
Q4 		$17K Buy
+625
New +$17.3K ﹤0.01% 340

Other funds holding MFA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JFS Wealth Advisors's MFA Position: Q2 2017 in Review

JFS Wealth Advisors sold out of MFA Financial (MFA) in Q2 2017, closing a stake of 313 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in MFA in Q4 2015 and held it in 6 quarters. The position peaked at $17K in Q4 2015. 258 funds tracked by Wall St. Rank hold MFA as of Q2 2017.

  • JFS Wealth Advisors reported no remaining MFA Financial position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 313 MFA Financial shares in Q2 2017, an estimated $10K.
  • JFS Wealth Advisors first reported a position in MFA Financial in Q4 2015 and held it in 6 quarters.
  • JFS Wealth Advisors's MFA Financial position peaked at $17K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held MFA Financial as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.