Summit Trail Advisors’s MFA Financial MFA Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-135	Closed	-$4K	–	1175
2017 Q4	$4K	Buy	+135	New	+$4.45K	﹤0.01%	1475

Other funds holding MFA

TIM

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Summit Trail Advisors's MFA Position: Q1 2018 in Review

Summit Trail Advisors sold out of MFA Financial (MFA) in Q1 2018, closing a stake of 135 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in MFA in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 239 funds tracked by Wall St. Rank hold MFA as of Q1 2018.

Summit Trail Advisors reported no remaining MFA Financial position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 135 MFA Financial shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in MFA Financial in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's MFA Financial position peaked at $4K in Q4 2017.
239 funds tracked by Wall St. Rank held MFA Financial as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.