JIC
MFA

Joel Isaacson & Co’s MFA Financial MFA Stock Holding History

Joel Isaacson & Co’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
2018
Q1 		– Sell
-4,975
Closed -$158K – 198
2017
Q4 		$158K Sell
4,975
-4,975
-50% -$164K 0.03% 187
2017
Q3 		$349K Hold
9,950
– – 0.06% 136
2017
Q2 		$334K Hold
9,950
– – 0.06% 131
2017
Q1 		$322K Buy
+9,950
New +$317K 0.06% 130
2016
Q4 		– Sell
-7,450
Closed -$223K – 682
2016
Q3 		$223K Buy
+7,450
New +$226K 0.05% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joel Isaacson & Co's MFA Position: Q1 2018 in Review

Joel Isaacson & Co sold out of MFA Financial (MFA) in Q1 2018, closing a stake of 4,975 shares — an estimated $158K sold.

Joel Isaacson & Co first reported a position in MFA in Q3 2016 and held it in 5 quarters. The position peaked at $349K in Q3 2017. 239 funds tracked by Wall St. Rank hold MFA as of Q1 2018.

  • Joel Isaacson & Co reported no remaining MFA Financial position as of Q1 2018 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,975 MFA Financial shares in Q1 2018, an estimated $158K.
  • Joel Isaacson & Co first reported a position in MFA Financial in Q3 2016 and held it in 5 quarters.
  • Joel Isaacson & Co's MFA Financial position peaked at $349K in Q3 2017.
  • 239 funds tracked by Wall St. Rank held MFA Financial as of Q1 2018.

Based on Joel Isaacson & Co's 13F filing for Q1 2018, filed 1 May 2018.