Aviance Capital Management’s Annaly Capital Management NLY Stock Holding History

Aviance Capital 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 Q1	$8.51M	Buy	213,016 +51,334	+32%	+$2.1M	1.27%	20
2018 Q4	$6.35M	Sell	161,682 -50,620	-24%	-$2.02M	0.89%	35
2018 Q3	$8.69M	Sell	212,302 -31,341	-13%	-$1.31M	0.85%	34
2018 Q2	$10M	Buy	243,643 +109,364	+81%	+$4.56M	0.84%	29
2018 Q1	$5.6M	Sell	134,279 -158,845	-54%	-$6.77M	0.43%	52
2017 Q4	$13.9M	Sell	293,124 -35,769	-11%	-$1.7M	0.99%	23
2017 Q3	$16M	Sell	328,893 -36,668	-10%	-$1.8M	1.1%	22
2017 Q2	$17.6M	Sell	365,561 -57,123	-14%	-$2.7M	1.1%	22
2017 Q1	$18.8M	Sell	422,684 -51,428	-11%	-$2.19M	1.05%	24
2016 Q4	$18.9M	Sell	474,112 -40,990	-8%	-$1.67M	1%	29
2016 Q3	$21.6M	Sell	515,102 -36,034	-7%	-$1.56M	0.6%	46
2016 Q2	$24.4M	Buy	+551,136	New	+$23.5M	0.73%	39
2014 Q3	–	Sell	-13,741	Closed	-$628K	–	302
2014 Q2	$628K	Buy	+13,741	New	+$633K	0.03%	200
2014 Q1	–	Sell	-141	Closed	-$6K	–	363
2013 Q4	$6K	Sell	141 -16	-10%	-$695	﹤0.01%	380
2013 Q3	$7K	Buy	+157	New	+$7.39K	﹤0.01%	346

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SOMRS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aviance Capital Management's NLY Position: Q1 2019 in Review

Aviance Capital Management increased its Annaly Capital Management (NLY) stake by 32% in Q1 2019, buying an estimated $2.1M and bringing the position to 213,016 shares worth $8.51M. The position accounts for 1.27% of the portfolio, ranked #20.

Aviance Capital Management first reported a position in NLY in Q3 2013 and has held it in 15 quarters since. The position peaked at $24.4M in Q2 2016. 652 funds tracked by Wall St. Rank hold NLY as of Q1 2019.

Aviance Capital Management held 213,016 shares of Annaly Capital Management worth $8.51M as of Q1 2019.
Aviance Capital Management bought 51,334 Annaly Capital Management shares in Q1 2019, an estimated $2.1M.
Annaly Capital Management made up 1.27% of Aviance Capital Management's portfolio in Q1 2019, its #20 holding.
Aviance Capital Management first reported a position in Annaly Capital Management in Q3 2013 and has held it in 15 quarters since.
Aviance Capital Management's Annaly Capital Management position peaked at $24.4M in Q2 2016.
652 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.