LI
MFA

LMCG Investments’s MFA Financial MFA Stock Holding History

LMCG Investments’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
2015
Q3 		– Sell
-6,722
Closed -$199K – 541
2015
Q2 		$199K Sell
6,722
-518,844
-99% -$16.3M ﹤0.01% 513
2015
Q1 		$16.5M Sell
525,566
-101,945
-16% -$3.23M 0.35% 91
2014
Q4 		$20.1M Sell
627,511
-64,959
-9% -$2.14M 0.44% 59
2014
Q3 		$21.6M Sell
692,470
-32,067
-4% -$1.06M 0.48% 49
2014
Q2 		$23.8M Sell
724,537
-33,810
-4% -$1.09M 0.51% 46
2014
Q1 		$23.5M Sell
758,347
-67,697
-8% -$2.04M 0.52% 44
2013
Q4 		$23.3M Buy
826,044
+1,676
+0.2% +$49.1K 0.5% 50
2013
Q3 		$24.6M Sell
824,368
-17,914
-2% -$549K 0.59% 40
2013
Q2 		$28.5M Buy
+842,282
New +$30.3M 0.75% 19

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

LMCG Investments's MFA Position: Q3 2015 in Review

LMCG Investments sold out of MFA Financial (MFA) in Q3 2015, closing a stake of 6,722 shares — an estimated $199K sold.

LMCG Investments first reported a position in MFA in Q2 2013 and held it in 9 quarters. The position peaked at $28.5M in Q2 2013. 232 funds tracked by Wall St. Rank hold MFA as of Q3 2015.

  • LMCG Investments reported no remaining MFA Financial position as of Q3 2015 after selling out during the quarter.
  • LMCG Investments sold 6,722 MFA Financial shares in Q3 2015, an estimated $199K.
  • LMCG Investments first reported a position in MFA Financial in Q2 2013 and held it in 9 quarters.
  • LMCG Investments's MFA Financial position peaked at $28.5M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held MFA Financial as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.