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Bristlecone Advisors’s Annaly Capital Management NLY Stock Holding History

Bristlecone Advisors’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
Q1 		– Sell
-8,526
Closed -$321K – 188
2019
Q4 		$321K Buy
+8,526
New +$311K 0.06% 165
2019
Q3 		– Sell
-6,197
Closed -$226K – 166
2019
Q2 		$226K Buy
+6,197
New +$236K 0.05% 170

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bristlecone Advisors's NLY Position: Q1 2020 in Review

Bristlecone Advisors sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 8,526 shares — an estimated $321K sold.

Bristlecone Advisors first reported a position in NLY in Q2 2019 and held it in 2 quarters. The position peaked at $321K in Q4 2019. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

  • Bristlecone Advisors reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 8,526 Annaly Capital Management shares in Q1 2020, an estimated $321K.
  • Bristlecone Advisors first reported a position in Annaly Capital Management in Q2 2019 and held it in 2 quarters.
  • Bristlecone Advisors's Annaly Capital Management position peaked at $321K in Q4 2019.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Bristlecone Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.