Bell Rock Capital’s Annaly Capital Management NLY Stock Holding History

Bell Rock Capital’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 Q2	–	Sell	-5,063	Closed	-$202K	–	432
2019 Q1	$202K	Buy	5,063 +63	+1%	+$2.57K	0.12%	127
2018 Q4	$196K	Sell	5,000 -1,875	-27%	-$75K	0.13%	110
2018 Q3	$281K	Buy	+6,875	New	+$288K	0.14%	104
2018 Q1	–	Sell	-425	Closed	-$20K	–	450
2017 Q4	$20K	Buy	+425	New	+$20.2K	0.01%	315

Other funds holding NLY

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOMRS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bell Rock Capital's NLY Position: Q2 2019 in Review

Bell Rock Capital sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 5,063 shares — an estimated $202K sold.

Bell Rock Capital first reported a position in NLY in Q4 2017 and held it in 4 quarters. The position peaked at $281K in Q3 2018. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

Bell Rock Capital reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
Bell Rock Capital sold 5,063 Annaly Capital Management shares in Q2 2019, an estimated $202K.
Bell Rock Capital first reported a position in Annaly Capital Management in Q4 2017 and held it in 4 quarters.
Bell Rock Capital's Annaly Capital Management position peaked at $281K in Q3 2018.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.