Aevitas Wealth Management’s Annaly Capital Management NLY Stock Holding History

Aevitas Wealth 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 Q2	–	Sell	-250	Closed	-$9K	–	247
2019 Q1	$9K	Hold	250	–	–	0.01%	310
2018 Q4	$10K	Hold	250	–	–	0.01%	298
2018 Q3	$10K	Hold	250	–	–	0.01%	343
2018 Q2	$10K	Hold	250	–	–	0.01%	327
2018 Q1	$10K	Hold	250	–	–	0.01%	322
2017 Q4	$12K	Buy	+250	New	+$11.9K	0.01%	300

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aevitas Wealth Management's NLY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 250 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in NLY in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q4 2017. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

Aevitas Wealth Management reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 250 Annaly Capital Management shares in Q2 2019, an estimated $9K.
Aevitas Wealth Management first reported a position in Annaly Capital Management in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Annaly Capital Management position peaked at $12K in Q4 2017.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.