Capstone Asset Management’s Annaly Capital Management NLY Stock Holding History

Capstone Asset 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 Q2	$291K	Buy	6,032 +70	+1%	+$3.3K	0.01%	1286
2017 Q1	$265K	Buy	5,962 +790	+15%	+$33.6K	0.01%	1375
2016 Q4	$206K	Buy	5,172 +215	+4%	+$8.74K	0.01%	1545
2016 Q3	$208K	Buy	4,957 +36	+0.7%	+$1.56K	0.01%	1509
2016 Q2	$218K	Hold	4,921	–	–	0.01%	1472
2016 Q1	$202K	Buy	4,921 +150	+3%	+$5.88K	0.01%	1486
2015 Q4	$179K	Hold	4,771	–	–	0.01%	1528
2015 Q3	$188K	Hold	4,771	–	–	0.01%	1498
2015 Q2	$175K	Sell	4,771 -13	-0.3%	-$525	0.01%	1555
2015 Q1	$199K	Hold	4,784	–	–	0.01%	1585
2014 Q4	$207K	Sell	4,784 -192	-4%	-$8.68K	0.01%	1566
2014 Q3	$213K	Hold	4,976	–	–	0.01%	1541
2014 Q2	$228K	Sell	4,976 -5,427	-52%	-$250K	0.01%	1529
2014 Q1	$456K	Sell	10,403 -3,720	-26%	-$161K	0.01%	1133
2013 Q4	$563K	Sell	14,123 -17,584	-55%	-$763K	0.02%	1032
2013 Q3	$1.47M	Sell	31,707 -185	-0.6%	-$8.71K	0.04%	575
2013 Q2	$1.6M	Buy	+31,892	New	+$1.86M	0.04%	496

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capstone Asset Management's NLY Position: Q2 2017 in Review

Capstone Asset Management increased its Annaly Capital Management (NLY) stake by 1.2% in Q2 2017, buying an estimated $3.3K and bringing the position to 6,032 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1286.

Capstone Asset Management first reported a position in NLY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.6M in Q2 2013. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

Capstone Asset Management held 6,032 shares of Annaly Capital Management worth $291K as of Q2 2017.
Capstone Asset Management bought 70 Annaly Capital Management shares in Q2 2017, an estimated $3.3K.
Annaly Capital Management made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1286 holding.
Capstone Asset Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Annaly Capital Management position peaked at $1.6M in Q2 2013.
522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.