WAM
MFA

Wealthspire Advisors (Maryland)’s MFA Financial MFA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,674
Closed -$49K – 1372
2019
Q1 		$49K Buy
1,674
+62
+4% +$1.79K ﹤0.01% 905
2018
Q4 		$43K Buy
1,612
+112
+7% +$3.15K ﹤0.01% 927
2018
Q3 		$44K Hold
1,500
– – ﹤0.01% 1015
2018
Q2 		$45K Sell
1,500
-8
-0.5% -$245 ﹤0.01% 1013
2018
Q1 		$45K Sell
1,508
-81
-5% -$2.4K ﹤0.01% 1027
2017
Q4 		$50K Buy
1,589
+15
+1% +$495 ﹤0.01% 1012
2017
Q3 		$55K Sell
1,574
-10
-0.6% -$347 0.01% 940
2017
Q2 		$53K Sell
1,584
-11
-0.7% -$364 0.01% 932
2017
Q1 		$52K Buy
1,595
+8
+0.5% +$255 0.01% 790
2016
Q4 		$48K Buy
+1,587
New +$47.6K 0.01% 782
2016
Q3 		– Sell
-1,500
Closed -$45.5K – 793
2016
Q2 		$47K Hold
1,500
– – 0.01% 750
2016
Q1 		$43K Buy
1,500
+750
+100% +$19.7K 0.01% 740
2015
Q4 		$20K Buy
+750
New +$20.7K ﹤0.01% 965

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $9.63B AUM 35.65% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MFA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MFA Financial (MFA) in Q2 2019, closing a stake of 1,674 shares — an estimated $49K sold.

Wealthspire Advisors (Maryland) first reported a position in MFA in Q4 2015 and held it in 13 quarters. The position peaked at $55K in Q3 2017. 269 funds tracked by Wall St. Rank hold MFA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MFA Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,674 MFA Financial shares in Q2 2019, an estimated $49K.
  • Wealthspire Advisors (Maryland) first reported a position in MFA Financial in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s MFA Financial position peaked at $55K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held MFA Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.