Roosevelt Investment Group’s MFA Financial MFA Stock Holding History

Roosevelt Investment Group’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
2022 Q1	–	Sell	-6,360	Closed	-$116K	–	302
2021 Q4	$116K	Sell	6,360 -1,886	-23%	-$34.3K	0.01%	280
2021 Q3	$151K	Sell	8,246 -59	-0.7%	-$1.1K	0.01%	241
2021 Q2	$152K	Sell	8,305 -24	-0.3%	-$424	0.01%	242
2021 Q1	$136K	Sell	8,329 -192	-2%	-$3.06K	0.01%	238
2020 Q4	$133K	Sell	8,521 -8,466	-50%	-$114K	0.01%	219
2020 Q3	$182K	Sell	16,987 -840	-5%	-$9.04K	0.01%	206
2020 Q2	$178K	Hold	17,827	–	–	0.02%	162
2020 Q1	$111K	Sell	17,827 -757	-4%	-$20.2K	0.01%	157
2019 Q4	$569K	Hold	18,584	–	–	0.06%	95
2019 Q3	$547K	Hold	18,584	–	–	0.06%	98
2019 Q2	$534K	Hold	18,584	–	–	0.06%	99
2019 Q1	$540K	Hold	18,584	–	–	0.07%	96
2018 Q4	$497K	Buy	+18,584	New	+$522K	0.05%	130

Other funds holding MFA

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Roosevelt Investment Group's MFA Position: Q1 2022 in Review

Roosevelt Investment Group sold out of MFA Financial (MFA) in Q1 2022, closing a stake of 6,360 shares — an estimated $116K sold.

Roosevelt Investment Group first reported a position in MFA in Q4 2018 and held it in 13 quarters. The position peaked at $569K in Q4 2019. 188 funds tracked by Wall St. Rank hold MFA as of Q1 2022.

Roosevelt Investment Group reported no remaining MFA Financial position as of Q1 2022 after selling out during the quarter.
Roosevelt Investment Group sold 6,360 MFA Financial shares in Q1 2022, an estimated $116K.
Roosevelt Investment Group first reported a position in MFA Financial in Q4 2018 and held it in 13 quarters.
Roosevelt Investment Group's MFA Financial position peaked at $569K in Q4 2019.
188 funds tracked by Wall St. Rank held MFA Financial as of Q1 2022.

Based on Roosevelt Investment Group's 13F filing for Q1 2022, filed 2 May 2022.