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

Allen 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
2018
Q4 		– Sell
-3,000
Closed -$123K – 178
2018
Q3 		$123K Buy
3,000
+375
+14% +$15.7K ﹤0.01% 183
2018
Q2 		$108K Hold
2,625
– – ﹤0.01% 178
2018
Q1 		$110K Buy
+2,625
New +$112K ﹤0.01% 165

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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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Allen Investment Management's NLY Position: Q4 2018 in Review

Allen Investment Management sold out of Annaly Capital Management (NLY) in Q4 2018, closing a stake of 3,000 shares — an estimated $123K sold.

Allen Investment Management first reported a position in NLY in Q1 2018 and held it in 3 quarters. The position peaked at $123K in Q3 2018. 599 funds tracked by Wall St. Rank hold NLY as of Q4 2018.

  • Allen Investment Management reported no remaining Annaly Capital Management position as of Q4 2018 after selling out during the quarter.
  • Allen Investment Management sold 3,000 Annaly Capital Management shares in Q4 2018, an estimated $123K.
  • Allen Investment Management first reported a position in Annaly Capital Management in Q1 2018 and held it in 3 quarters.
  • Allen Investment Management's Annaly Capital Management position peaked at $123K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2018.

Based on Allen Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.