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Bellwether Investment Group’s Annaly Capital Management NLY Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-560
Closed -$22K – 892
2016
Q4 		$22K Buy
+560
New +$22.8K 0.02% 424
2016
Q2 		$50K Buy
+1,125
New +$47.9K 0.05% 243

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellwether Investment Group's NLY Position: Q1 2017 in Review

Bellwether Investment Group sold out of Annaly Capital Management (NLY) in Q1 2017, closing a stake of 560 shares — an estimated $22K sold.

Bellwether Investment Group first reported a position in NLY in Q2 2016 and held it in 2 quarters. The position peaked at $50K in Q2 2016. 543 funds tracked by Wall St. Rank hold NLY as of Q1 2017.

  • Bellwether Investment Group reported no remaining Annaly Capital Management position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 560 Annaly Capital Management shares in Q1 2017, an estimated $22K.
  • Bellwether Investment Group first reported a position in Annaly Capital Management in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Annaly Capital Management position peaked at $50K in Q2 2016.
  • 543 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.