Private Ocean’s MFA Financial MFA Stock Holding History

Private Ocean’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
2024 Q1	–	Sell	-78	Closed	-$879	–	515
2023 Q4	$879	Buy	+78	New	+$788	﹤0.01%	477
2023 Q2	–	Sell	-78	Closed	-$774	–	616
2023 Q1	$774	Hold	78	–	–	﹤0.01%	565
2022 Q4	$769	Buy	+78	New	+$784	﹤0.01%	515
2022 Q2	–	Sell	-79	Closed	-$1K	–	583
2022 Q1	$1K	Hold	79	–	–	﹤0.01%	554
2021 Q4	$1K	Hold	79	–	–	﹤0.01%	562
2021 Q3	$1K	Buy	+79	New	+$1.47K	﹤0.01%	532
2021 Q2	–	Sell	-79	Closed	-$1K	–	564
2021 Q1	$1K	Hold	79	–	–	﹤0.01%	560
2020 Q4	$1K	Hold	79	–	–	﹤0.01%	485
2020 Q3	$1K	Hold	79	–	–	﹤0.01%	497
2020 Q2	$0	Hold	79	–	–	﹤0.01%	542
2020 Q1	$0	Buy	+79	New	+$2.1K	﹤0.01%	568

Other funds holding MFA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Ocean's MFA Position: Q1 2024 in Review

Private Ocean sold out of MFA Financial (MFA) in Q1 2024, closing a stake of 78 shares — an estimated $879 sold.

Private Ocean first reported a position in MFA in Q1 2020 and held it in 11 quarters. The position peaked at $1K in Q1 2022. 175 funds tracked by Wall St. Rank hold MFA as of Q1 2024.

Private Ocean reported no remaining MFA Financial position as of Q1 2024 after selling out during the quarter.
Private Ocean sold 78 MFA Financial shares in Q1 2024, an estimated $879.
Private Ocean first reported a position in MFA Financial in Q1 2020 and held it in 11 quarters.
Private Ocean's MFA Financial position peaked at $1K in Q1 2022.
175 funds tracked by Wall St. Rank held MFA Financial as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.