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CapWealth Advisors’s Annaly Capital Management NLY Stock Holding History

CapWealth 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
2013
Q4 		– Sell
-6,250
Closed -$289K – 396
2013
Q3 		$289K Sell
6,250
-1,450
-19% -$68.2K 0.08% 75
2013
Q2 		$387K Buy
+7,700
New +$450K 0.11% 75

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACMM
American Capital Mortgage Management Bethesda, Maryland $33.9M AUM 13.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CapWealth Advisors's NLY Position: Q4 2013 in Review

CapWealth Advisors sold out of Annaly Capital Management (NLY) in Q4 2013, closing a stake of 6,250 shares — an estimated $289K sold.

CapWealth Advisors first reported a position in NLY in Q2 2013 and held it in 2 quarters. The position peaked at $387K in Q2 2013. 521 funds tracked by Wall St. Rank hold NLY as of Q4 2013.

  • CapWealth Advisors reported no remaining Annaly Capital Management position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 6,250 Annaly Capital Management shares in Q4 2013, an estimated $289K.
  • CapWealth Advisors first reported a position in Annaly Capital Management in Q2 2013 and held it in 2 quarters.
  • CapWealth Advisors's Annaly Capital Management position peaked at $387K in Q2 2013.
  • 521 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.