Boston Private Bank & Trust’s Annaly Capital Management NLY Stock Holding History

Boston Private Bank & Trust’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	$40K	Buy	950 +662	+230%	+$28.2K	﹤0.01%	607
2014 Q4	$12K	Hold	288	–	–	﹤0.01%	827
2014 Q3	$12K	Hold	288	–	–	﹤0.01%	844
2014 Q2	$13K	Sell	288 -250	-46%	-$11.5K	﹤0.01%	790
2014 Q1	$24K	Hold	538	–	–	﹤0.01%	721
2013 Q4	$21K	Hold	538	–	–	﹤0.01%	736
2013 Q3	$25K	Buy	538 +200	+59%	+$9.41K	﹤0.01%	661
2013 Q2	$17K	Buy	+338	New	+$19.8K	﹤0.01%	697

Other funds holding NLY

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Private Bank & Trust's NLY Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Annaly Capital Management (NLY) stake by 230% in Q1 2015, buying an estimated $28.2K and bringing the position to 950 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Boston Private Bank & Trust 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.

Boston Private Bank & Trust held 950 shares of Annaly Capital Management worth $40K as of Q1 2015.
Boston Private Bank & Trust bought 662 Annaly Capital Management shares in Q1 2015, an estimated $28.2K.
Annaly Capital Management made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #607 holding.
Boston Private Bank & Trust 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 Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.