WP
MFA

WealthShield Partners’s MFA Financial MFA Stock Holding History

WealthShield Partners’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
2020
Q1 		– Sell
-16,800
Closed -$514K – 294
2019
Q4 		$514K Hold
16,800
– – 0.25% 89
2019
Q3 		$495K Hold
16,800
– – 0.26% 91
2019
Q2 		$482K Buy
16,800
+12,862
+327% +$375K 0.28% 82
2019
Q1 		$115K Hold
3,938
– – 0.06% 167
2018
Q4 		$108K Buy
+3,938
New +$111K 0.07% 141

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

WealthShield Partners's MFA Position: Q1 2020 in Review

WealthShield Partners sold out of MFA Financial (MFA) in Q1 2020, closing a stake of 16,800 shares — an estimated $514K sold.

WealthShield Partners first reported a position in MFA in Q4 2018 and held it in 5 quarters. The position peaked at $514K in Q4 2019. 260 funds tracked by Wall St. Rank hold MFA as of Q1 2020.

  • WealthShield Partners reported no remaining MFA Financial position as of Q1 2020 after selling out during the quarter.
  • WealthShield Partners sold 16,800 MFA Financial shares in Q1 2020, an estimated $514K.
  • WealthShield Partners first reported a position in MFA Financial in Q4 2018 and held it in 5 quarters.
  • WealthShield Partners's MFA Financial position peaked at $514K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held MFA Financial as of Q1 2020.

Based on WealthShield Partners's 13F filing for Q1 2020, filed 12 May 2020.