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Plante Moran Financial Advisors’s MFA Financial MFA Stock Holding History

Plante Moran Financial 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
2014
Q2 		– Sell
-333
Closed -$10K – 845
2014
Q1 		$10K Hold
333
– – 0.01% 367
2013
Q4 		$9K Hold
333
– – 0.01% 471
2013
Q3 		$10K Hold
333
– – 0.01% 392
2013
Q2 		$11K Buy
+333
New +$12K 0.01% 329

Other funds holding MFA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's MFA Position: Q2 2014 in Review

Plante Moran Financial Advisors sold out of MFA Financial (MFA) in Q2 2014, closing a stake of 333 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in MFA in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q2 2013. 229 funds tracked by Wall St. Rank hold MFA as of Q2 2014.

  • Plante Moran Financial Advisors reported no remaining MFA Financial position as of Q2 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 333 MFA Financial shares in Q2 2014, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in MFA Financial in Q2 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's MFA Financial position peaked at $11K in Q2 2013.
  • 229 funds tracked by Wall St. Rank held MFA Financial as of Q2 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.