Shepherd Kaplan Krochuk’s MFA Financial MFA Stock Holding History

Shepherd Kaplan Krochuk’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
2016 Q1	–	Sell	-7,923	Closed	-$209K	–	336
2015 Q4	$209K	Hold	7,923	–	–	0.06%	262
2015 Q3	$216K	Sell	7,923 -2,077	-21%	-$61K	0.06%	252
2015 Q2	$295K	Hold	10,000	–	–	0.06%	236
2015 Q1	$314K	Sell	10,000 -10,653	-52%	-$337K	0.06%	232
2014 Q4	$660K	Hold	20,653	–	–	0.11%	178
2014 Q3	$642K	Hold	20,653	–	–	0.08%	180
2014 Q2	$678K	Hold	20,653	–	–	0.07%	178
2014 Q1	$640K	Sell	20,653 -1,250	-6%	-$37.6K	0.07%	187
2013 Q4	$619K	Hold	21,903	–	–	0.08%	181
2013 Q3	$652K	Hold	21,903	–	–	0.11%	171
2013 Q2	$740K	Buy	+21,903	New	+$788K	0.15%	144

Other funds holding MFA

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Shepherd Kaplan Krochuk's MFA Position: Q1 2016 in Review

Shepherd Kaplan Krochuk sold out of MFA Financial (MFA) in Q1 2016, closing a stake of 7,923 shares — an estimated $209K sold.

Shepherd Kaplan Krochuk first reported a position in MFA in Q2 2013 and held it in 11 quarters. The position peaked at $740K in Q2 2013. 238 funds tracked by Wall St. Rank hold MFA as of Q1 2016.

Shepherd Kaplan Krochuk reported no remaining MFA Financial position as of Q1 2016 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 7,923 MFA Financial shares in Q1 2016, an estimated $209K.
Shepherd Kaplan Krochuk first reported a position in MFA Financial in Q2 2013 and held it in 11 quarters.
Shepherd Kaplan Krochuk's MFA Financial position peaked at $740K in Q2 2013.
238 funds tracked by Wall St. Rank held MFA Financial as of Q1 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2016, filed 16 May 2016.