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Baird’s Annaly Capital Management NLY Stock Holding History

Baird’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
2015
Q1 		$1.33M Buy
32,081
+1,673
+6% +$71.1K 0.01% 671
2014
Q4 		$1.31M Buy
30,408
+6,441
+27% +$291K 0.01% 662
2014
Q3 		$1.02M Buy
23,967
+1,882
+9% +$86K 0.01% 648
2014
Q2 		$1.01M Buy
22,085
+10,668
+93% +$492K 0.01% 664
2014
Q1 		$501K Buy
11,417
+483
+4% +$20.9K 0.01% 859
2013
Q4 		$436K Sell
10,934
-9,126
-45% -$396K 0.01% 884
2013
Q3 		$929K Buy
20,060
+5,598
+39% +$263K 0.02% 609
2013
Q2 		$727K Buy
+14,462
New +$845K 0.01% 653

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baird's NLY Position: Q1 2015 in Review

Baird increased its Annaly Capital Management (NLY) stake by 5.5% in Q1 2015, buying an estimated $71.1K and bringing the position to 32,081 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #671.

Baird first reported a position in NLY in Q2 2013 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

  • Baird held 32,081 shares of Annaly Capital Management worth $1.33M as of Q1 2015.
  • Baird bought 1,673 Annaly Capital Management shares in Q1 2015, an estimated $71.1K.
  • Annaly Capital Management made up 0.01% of Baird's portfolio in Q1 2015, its #671 holding.
  • Baird first reported a position in Annaly Capital Management in Q2 2013 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.