UAS
MFA

United Asset Strategies’s MFA Financial MFA Stock Holding History

United Asset Strategies’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
2017
Q2 		– Sell
-3,948
Closed -$128K – 157
2017
Q1 		$128K Hold
3,948
– – 0.04% 141
2016
Q4 		$120K Buy
+3,948
New +$119K 0.04% 143
2016
Q2 		– Sell
-4,418
Closed -$121K – 146
2016
Q1 		$121K Buy
4,418
+1,275
+41% +$33.4K 0.05% 124
2015
Q4 		$83K Buy
+3,143
New +$86.8K 0.04% 135
2015
Q1 		– Sell
-4,306
Closed -$138K – 124
2014
Q4 		$138K Sell
4,306
-322
-7% -$10.6K 0.06% 127
2014
Q3 		$144K Buy
4,628
+3
+0.1% +$99 0.06% 127
2014
Q2 		$152K Sell
4,625
-150
-3% -$4.85K 0.07% 116
2014
Q1 		$148K Buy
+4,775
New +$144K 0.08% 100

Other funds holding MFA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

United Asset Strategies's MFA Position: Q2 2017 in Review

United Asset Strategies sold out of MFA Financial (MFA) in Q2 2017, closing a stake of 3,948 shares — an estimated $128K sold.

United Asset Strategies first reported a position in MFA in Q1 2014 and held it in 8 quarters. The position peaked at $152K in Q2 2014. 258 funds tracked by Wall St. Rank hold MFA as of Q2 2017.

  • United Asset Strategies reported no remaining MFA Financial position as of Q2 2017 after selling out during the quarter.
  • United Asset Strategies sold 3,948 MFA Financial shares in Q2 2017, an estimated $128K.
  • United Asset Strategies first reported a position in MFA Financial in Q1 2014 and held it in 8 quarters.
  • United Asset Strategies's MFA Financial position peaked at $152K in Q2 2014.
  • 258 funds tracked by Wall St. Rank held MFA Financial as of Q2 2017.

Based on United Asset Strategies's 13F filing for Q2 2017, filed 2 Aug 2017.