KFS
MFA

KMS Financial Services’s MFA Financial MFA Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-20,245
Closed -$572K – 549
2013
Q4 		$572K Buy
20,245
+18
+0.1% +$527 0.1% 238
2013
Q3 		$603K Sell
20,227
-1,150
-5% -$35.3K 0.15% 165
2013
Q2 		$717K Buy
+21,377
New +$770K 0.2% 127

Other funds holding MFA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KMS Financial Services's MFA Position: Q1 2014 in Review

KMS Financial Services sold out of MFA Financial (MFA) in Q1 2014, closing a stake of 20,245 shares — an estimated $572K sold.

KMS Financial Services first reported a position in MFA in Q2 2013 and held it in 3 quarters. The position peaked at $717K in Q2 2013. 230 funds tracked by Wall St. Rank hold MFA as of Q1 2014.

  • KMS Financial Services reported no remaining MFA Financial position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 20,245 MFA Financial shares in Q1 2014, an estimated $572K.
  • KMS Financial Services first reported a position in MFA Financial in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's MFA Financial position peaked at $717K in Q2 2013.
  • 230 funds tracked by Wall St. Rank held MFA Financial as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.