U
MFA

UBS’s MFA Financial MFA Stock Holding History

UBS’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
Q3 		$23.9M Sell
767,180
-9,885
-1% -$326K 0.02% 852
2014
Q2 		$25.5M Sell
777,065
-802,214
-51% -$25.9M 0.02% 743
2014
Q1 		$49M Buy
1,579,279
+1,128,873
+251% +$34M 0.04% 408
2013
Q4 		$12.7M Buy
450,406
+41,335
+10% +$1.21M 0.01% 1088
2013
Q3 		$12.2M Buy
409,071
+35,832
+10% +$1.1M 0.01% 985
2013
Q2 		$12.6M Buy
+373,239
New +$13.4M 0.02% 911

Other funds holding MFA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $10.5B AUM 30.38% 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 $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS's MFA Position: Q3 2014 in Review

UBS reduced its MFA Financial (MFA) stake by 1.3% in Q3 2014, selling an estimated $326K and leaving 767,180 shares worth $23.9M. The position accounts for 0.02% of the portfolio, ranked #852.

UBS first reported a position in MFA in Q2 2013 and has held it in 6 quarters since. The position peaked at $49M in Q1 2014. 227 funds tracked by Wall St. Rank hold MFA as of Q3 2014.

  • UBS held 767,180 shares of MFA Financial worth $23.9M as of Q3 2014.
  • UBS sold 9,885 MFA Financial shares in Q3 2014, an estimated $326K.
  • MFA Financial made up 0.02% of UBS's portfolio in Q3 2014, its #852 holding.
  • UBS first reported a position in MFA Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's MFA Financial position peaked at $49M in Q1 2014.
  • 227 funds tracked by Wall St. Rank held MFA Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.