CWM
NLY icon

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

Cabot 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
2017
Q4 		– Sell
-2,856
Closed -$139K – 137
2017
Q3 		$139K Sell
2,856
-813
-22% -$39.8K 0.03% 130
2017
Q2 		$177K Hold
3,669
– – 0.04% 136
2017
Q1 		$163K Buy
+3,669
New +$156K 0.04% 137

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cabot Wealth Management's NLY Position: Q4 2017 in Review

Cabot Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2017, closing a stake of 2,856 shares — an estimated $139K sold.

Cabot Wealth Management first reported a position in NLY in Q1 2017 and held it in 3 quarters. The position peaked at $177K in Q2 2017. 580 funds tracked by Wall St. Rank hold NLY as of Q4 2017.

  • Cabot Wealth Management reported no remaining Annaly Capital Management position as of Q4 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 2,856 Annaly Capital Management shares in Q4 2017, an estimated $139K.
  • Cabot Wealth Management first reported a position in Annaly Capital Management in Q1 2017 and held it in 3 quarters.
  • Cabot Wealth Management's Annaly Capital Management position peaked at $177K in Q2 2017.
  • 580 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2017.

Based on Cabot Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.