MA
MFA

Montag & Associates’s MFA Financial MFA Stock Holding History

Montag & Associates’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
2021
Q4 		– Sell
-5,000
Closed -$91K – 891
2021
Q3 		$91K Hold
5,000
– – ﹤0.01% 487
2021
Q2 		$92K Hold
5,000
– – ﹤0.01% 480
2021
Q1 		$81K Hold
5,000
– – ﹤0.01% 502
2020
Q4 		$78K Buy
+5,000
New +$67.4K ﹤0.01% 489

Other funds holding MFA

SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's MFA Position: Q4 2021 in Review

Montag & Associates sold out of MFA Financial (MFA) in Q4 2021, closing a stake of 5,000 shares — an estimated $91K sold.

Montag & Associates first reported a position in MFA in Q4 2020 and held it in 4 quarters. The position peaked at $92K in Q2 2021. 217 funds tracked by Wall St. Rank hold MFA as of Q4 2021.

  • Montag & Associates reported no remaining MFA Financial position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 5,000 MFA Financial shares in Q4 2021, an estimated $91K.
  • Montag & Associates first reported a position in MFA Financial in Q4 2020 and held it in 4 quarters.
  • Montag & Associates's MFA Financial position peaked at $92K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held MFA Financial as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.