WJA
MFA

Williams Jones & Associates’s MFA Financial MFA Stock Holding History

Williams Jones & Associates’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 		$4.22M Buy
146,863
+116
+0.1% +$3.38K 0.09% 121
2019
Q1 		$4.27M Buy
146,747
+42,488
+41% +$1.23M 0.09% 122
2018
Q4 		$2.79M Buy
104,259
+22,912
+28% +$643K 0.08% 141
2018
Q3 		$2.39M Buy
81,347
+4,182
+5% +$129K 0.05% 166
2018
Q2 		$2.34M Sell
77,165
-3,844
-5% -$118K 0.05% 163
2018
Q1 		$2.44M Sell
81,009
-9,675
-11% -$287K 0.06% 165
2017
Q4 		$2.87M Sell
90,684
-7,056
-7% -$233K 0.07% 161
2017
Q3 		$3.42M Sell
97,740
-913
-0.9% -$31.7K 0.08% 146
2017
Q2 		$3.31M Sell
98,653
-8,104
-8% -$268K 0.08% 147
2017
Q1 		$3.45M Sell
106,757
-5,213
-5% -$166K 0.09% 146
2016
Q4 		$3.42M Buy
111,970
+3,224
+3% +$96.8K 0.1% 147
2016
Q3 		$3.25M Sell
108,746
-1,180
-1% -$35.8K 0.1% 136
2016
Q2 		$3.2M Buy
109,926
+2,250
+2% +$63.3K 0.1% 137
2016
Q1 		$2.95M Buy
107,676
+1,944
+2% +$51K 0.14% 108
2015
Q4 		$2.79M Sell
105,732
-39,312
-27% -$1.09M 0.13% 110
2015
Q3 		$3.95M Sell
145,044
-5,525
-4% -$162K 0.18% 108
2015
Q2 		$4.45M Buy
150,569
+25,318
+20% +$794K 0.17% 116
2015
Q1 		$3.94M Sell
125,251
-443
-0.4% -$14K 0.16% 121
2014
Q4 		$4.02M Sell
125,694
-4,563
-4% -$150K 0.16% 116
2014
Q3 		$4.05M Sell
130,257
-2,825
-2% -$93.1K 0.19% 101
2014
Q2 		$4.37M Sell
133,082
-157,855
-54% -$5.1M 0.2% 99
2014
Q1 		$9.02M Buy
290,937
+143,422
+97% +$4.32M 0.18% 108
2013
Q4 		$4.17M Sell
147,515
-12,736
-8% -$373K 0.2% 91
2013
Q3 		$4.78M Buy
160,251
+7,456
+5% +$229K 0.25% 88
2013
Q2 		$5.16M Buy
+152,795
New +$5.5M 0.26% 93

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

Williams Jones & Associates's MFA Position: Q2 2019 in Review

Williams Jones & Associates increased its MFA Financial (MFA) stake by 0.08% in Q2 2019, buying an estimated $3.38K and bringing the position to 146,863 shares worth $4.22M. The position accounts for 0.09% of the portfolio, ranked #121.

Williams Jones & Associates first reported a position in MFA in Q2 2013 and has held it in 25 quarters since. The position peaked at $9.02M in Q1 2014. 269 funds tracked by Wall St. Rank hold MFA as of Q2 2019.

  • Williams Jones & Associates held 146,863 shares of MFA Financial worth $4.22M as of Q2 2019.
  • Williams Jones & Associates bought 116 MFA Financial shares in Q2 2019, an estimated $3.38K.
  • MFA Financial made up 0.09% of Williams Jones & Associates's portfolio in Q2 2019, its #121 holding.
  • Williams Jones & Associates first reported a position in MFA Financial in Q2 2013 and has held it in 25 quarters since.
  • Williams Jones & Associates's MFA Financial position peaked at $9.02M in Q1 2014.
  • 269 funds tracked by Wall St. Rank held MFA Financial as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.