UCFA
MFA

United Capital Financial Advisors’s MFA Financial MFA Stock Holding History

United Capital Financial 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
2017
Q1 		– Sell
-3,062
Closed -$93K – 1268
2016
Q4 		$93K Buy
+3,062
New +$91.9K ﹤0.01% 1228

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

United Capital Financial Advisors's MFA Position: Q1 2017 in Review

United Capital Financial Advisors sold out of MFA Financial (MFA) in Q1 2017, closing a stake of 3,062 shares — an estimated $93K sold.

United Capital Financial Advisors first reported a position in MFA in Q4 2016 and held it in 1 quarter. The position peaked at $93K in Q4 2016. 254 funds tracked by Wall St. Rank hold MFA as of Q1 2017.

  • United Capital Financial Advisors reported no remaining MFA Financial position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,062 MFA Financial shares in Q1 2017, an estimated $93K.
  • United Capital Financial Advisors first reported a position in MFA Financial in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's MFA Financial position peaked at $93K in Q4 2016.
  • 254 funds tracked by Wall St. Rank held MFA Financial as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.