WWM
MFA

Willingdon Wealth Management’s MFA Financial MFA Stock Holding History

Willingdon Wealth Management’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
Q4 		– Sell
-26
Closed -$1K – 480
2019
Q3 		$1K Buy
+26
New +$757 ﹤0.01% 445
2016
Q4 		– Sell
-71,526
Closed -$2.14M – 116
2016
Q3 		$2.14M Sell
71,526
-29,409
-29% -$892K 1.08% 30
2016
Q2 		$2.94M Buy
+100,935
New +$2.84M 1.51% 17

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Willingdon Wealth Management's MFA Position: Q4 2019 in Review

Willingdon Wealth Management sold out of MFA Financial (MFA) in Q4 2019, closing a stake of 26 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in MFA in Q2 2016 and held it in 3 quarters. The position peaked at $2.94M in Q2 2016. 297 funds tracked by Wall St. Rank hold MFA as of Q4 2019.

  • Willingdon Wealth Management reported no remaining MFA Financial position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 26 MFA Financial shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in MFA Financial in Q2 2016 and held it in 3 quarters.
  • Willingdon Wealth Management's MFA Financial position peaked at $2.94M in Q2 2016.
  • 297 funds tracked by Wall St. Rank held MFA Financial as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.