Baystate Wealth Management’s Annaly Capital Management NLY Stock Holding History

Baystate Wealth 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
2020 Q3	–	Sell	-129	Closed	-$3K	–	709
2020 Q2	$3K	Hold	129	–	–	﹤0.01%	509
2020 Q1	$3K	Hold	129	–	–	﹤0.01%	476
2019 Q4	$5K	Hold	129	–	–	﹤0.01%	456
2019 Q3	$5K	Hold	129	–	–	﹤0.01%	422
2019 Q2	$5K	Buy	+129	New	+$4.92K	﹤0.01%	435
2018 Q1	–	Sell	-27	Closed	-$1K	–	704
2017 Q4	$1K	Hold	27	–	–	﹤0.01%	593
2017 Q3	$1K	Hold	27	–	–	﹤0.01%	574
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	601
2017 Q1	$1K	Hold	27	–	–	﹤0.01%	567
2016 Q4	$1K	Buy	+27	New	+$1.1K	﹤0.01%	416
2013 Q3	–	Sell	-375	Closed	-$19K	–	163
2013 Q2	$19K	Buy	+375	New	+$21.9K	0.01%	154

Other funds holding NLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Baystate Wealth Management's NLY Position: Q3 2020 in Review

Baystate Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 129 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in NLY in Q2 2013 and held it in 11 quarters. The position peaked at $19K in Q2 2013. 658 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

Baystate Wealth Management reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
Baystate Wealth Management sold 129 Annaly Capital Management shares in Q3 2020, an estimated $3K.
Baystate Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 11 quarters.
Baystate Wealth Management's Annaly Capital Management position peaked at $19K in Q2 2013.
658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.