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Advantage Investment Management’s Annaly Capital Management NLY Stock Holding History

Advantage Investment Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$72K Buy
2,050
+250
+14% +$9.01K 0.06% 283
2019
Q2 		$66K Sell
1,800
-6,000
-77% -$229K 0.05% 292
2019
Q1 		$312K Buy
7,800
+1,654
+27% +$67.5K 0.25% 72
2018
Q4 		$241K Buy
6,146
+223
+4% +$8.92K 0.18% 94
2018
Q3 		$242K Buy
5,923
+1,154
+24% +$48.3K 0.16% 110
2018
Q2 		$196K Buy
4,769
+1,399
+42% +$58.3K 0.14% 129
2018
Q1 		$141K Buy
3,370
+296
+10% +$12.6K 0.05% 197
2017
Q4 		$146K Buy
3,074
+1,949
+173% +$92.5K 0.05% 211
2017
Q3 		$55K Sell
1,125
-1,026
-48% -$50.2K 0.02% 373
2017
Q2 		$104K Buy
2,151
+56
+3% +$2.64K 0.04% 232
2017
Q1 		$93K Buy
2,095
+845
+68% +$36K 0.04% 236
2016
Q4 		$50K Hold
1,250
– – 0.02% 327
2016
Q3 		$53K Buy
1,250
+125
+11% +$5.42K 0.02% 319
2016
Q2 		$50K Hold
1,125
– – 0.02% 344
2016
Q1 		$46K Sell
1,125
-50
-4% -$1.96K 0.02% 342
2015
Q4 		$44K Buy
1,175
+50
+4% +$1.95K 0.02% 355
2015
Q3 		$44K Hold
1,125
– – 0.03% 331
2015
Q2 		$41K Sell
1,125
-125
-10% -$5.05K 0.02% 367
2015
Q1 		$52K Hold
1,250
– – 0.03% 320
2014
Q4 		$54K Buy
+1,250
New +$56.5K 0.04% 302

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's NLY Position: Q3 2019 in Review

Advantage Investment Management increased its Annaly Capital Management (NLY) stake by 14% in Q3 2019, buying an estimated $9.01K and bringing the position to 2,050 shares worth $72K. The position accounts for 0.06% of the portfolio, ranked #283.

Advantage Investment Management first reported a position in NLY in Q4 2014 and has held it in 20 quarters since. The position peaked at $312K in Q1 2019. 620 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

  • Advantage Investment Management held 2,050 shares of Annaly Capital Management worth $72K as of Q3 2019.
  • Advantage Investment Management bought 250 Annaly Capital Management shares in Q3 2019, an estimated $9.01K.
  • Annaly Capital Management made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #283 holding.
  • Advantage Investment Management first reported a position in Annaly Capital Management in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Annaly Capital Management position peaked at $312K in Q1 2019.
  • 620 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.