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Alpha Cubed Investments’s Annaly Capital Management NLY Stock Holding History

Alpha Cubed Investments’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
2017
Q3 		– Sell
-3,290
Closed -$159K – 238
2017
Q2 		$159K Buy
+3,290
New +$155K 0.03% 199
2017
Q1 		– Sell
-2,500
Closed -$100K – 203
2016
Q4 		$100K Sell
2,500
-250
-9% -$10.2K 0.02% 184
2016
Q3 		$116K Buy
+2,750
New +$119K 0.03% 173

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Alpha Cubed Investments's NLY Position: Q3 2017 in Review

Alpha Cubed Investments sold out of Annaly Capital Management (NLY) in Q3 2017, closing a stake of 3,290 shares — an estimated $159K sold.

Alpha Cubed Investments first reported a position in NLY in Q3 2016 and held it in 3 quarters. The position peaked at $159K in Q2 2017. 529 funds tracked by Wall St. Rank hold NLY as of Q3 2017.

  • Alpha Cubed Investments reported no remaining Annaly Capital Management position as of Q3 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 3,290 Annaly Capital Management shares in Q3 2017, an estimated $159K.
  • Alpha Cubed Investments first reported a position in Annaly Capital Management in Q3 2016 and held it in 3 quarters.
  • Alpha Cubed Investments's Annaly Capital Management position peaked at $159K in Q2 2017.
  • 529 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2017.

Based on Alpha Cubed Investments's 13F filing for Q3 2017, filed 23 Oct 2017.