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ARS Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

ARS Wealth Advisors’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
2014
Q3 		– Sell
-3,365
Closed -$154K – 73
2014
Q2 		$154K Buy
3,365
+684
+26% +$31.5K 0.08% 73
2014
Q1 		$118K Buy
+2,681
New +$116K 0.07% 65

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T
TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

ARS Wealth Advisors's NLY Position: Q3 2014 in Review

ARS Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2014, closing a stake of 3,365 shares — an estimated $154K sold.

ARS Wealth Advisors first reported a position in NLY in Q1 2014 and held it in 2 quarters. The position peaked at $154K in Q2 2014. 507 funds tracked by Wall St. Rank hold NLY as of Q3 2014.

  • ARS Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2014 after selling out during the quarter.
  • ARS Wealth Advisors sold 3,365 Annaly Capital Management shares in Q3 2014, an estimated $154K.
  • ARS Wealth Advisors first reported a position in Annaly Capital Management in Q1 2014 and held it in 2 quarters.
  • ARS Wealth Advisors's Annaly Capital Management position peaked at $154K in Q2 2014.
  • 507 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2014.

Based on ARS Wealth Advisors's 13F filing for Q3 2014, filed 11 Jun 2021.