UFF
MTGE

USA Financial Formulas’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

USA Financial Formulas’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-18,651
Closed -$293K – 382
2016
Q4 		$293K Buy
+18,651
New +$309K 0.07% 194

Other funds holding MTGE

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

USA Financial Formulas's MTGE Position: Q1 2017 in Review

USA Financial Formulas sold out of MTGE Investment Corp. Common Stock (MTGE) in Q1 2017, closing a stake of 18,651 shares — an estimated $293K sold.

USA Financial Formulas first reported a position in MTGE in Q4 2016 and held it in 1 quarter. The position peaked at $293K in Q4 2016. 121 funds tracked by Wall St. Rank hold MTGE as of Q1 2017.

  • USA Financial Formulas reported no remaining MTGE Investment Corp. Common Stock position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 18,651 MTGE Investment Corp. Common Stock shares in Q1 2017, an estimated $293K.
  • USA Financial Formulas first reported a position in MTGE Investment Corp. Common Stock in Q4 2016 and held it in 1 quarter.
  • USA Financial Formulas's MTGE Investment Corp. Common Stock position peaked at $293K in Q4 2016.
  • 121 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.