RIA
MFA

Regal Investment Advisors’s MFA Financial MFA Stock Holding History

Regal Investment 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
Q4 		– Sell
-429
Closed -$13K – 970
2014
Q3 		$13K Sell
429
-307
-42% -$10.1K ﹤0.01% 639
2014
Q2 		$24K Buy
736
+162
+28% +$5.24K 0.01% 514
2014
Q1 		$18K Sell
574
-118
-17% -$3.55K 0.01% 535
2013
Q4 		$20K Sell
692
-74
-10% -$2.17K 0.01% 450
2013
Q3 		$23K Buy
766
+3
+0.4% +$92 0.01% 445
2013
Q2 		$26K Buy
+763
New +$27.5K 0.01% 403

Other funds holding MFA

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
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
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

Regal Investment Advisors's MFA Position: Q4 2014 in Review

Regal Investment Advisors sold out of MFA Financial (MFA) in Q4 2014, closing a stake of 429 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in MFA in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q2 2013. 226 funds tracked by Wall St. Rank hold MFA as of Q4 2014.

  • Regal Investment Advisors reported no remaining MFA Financial position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 429 MFA Financial shares in Q4 2014, an estimated $13K.
  • Regal Investment Advisors first reported a position in MFA Financial in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's MFA Financial position peaked at $26K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held MFA Financial as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.