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Chase Investment Counsel’s Annaly Capital Management NLY Stock Holding History

Chase Investment Counsel’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
2019
Q4 		– Sell
-2,500
Closed -$88K – 118
2019
Q3 		$88K Buy
+2,500
New +$90.1K 0.05% 97

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chase Investment Counsel's NLY Position: Q4 2019 in Review

Chase Investment Counsel sold out of Annaly Capital Management (NLY) in Q4 2019, closing a stake of 2,500 shares — an estimated $88K sold.

Chase Investment Counsel first reported a position in NLY in Q3 2019 and held it in 1 quarter. The position peaked at $88K in Q3 2019. 670 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

  • Chase Investment Counsel reported no remaining Annaly Capital Management position as of Q4 2019 after selling out during the quarter.
  • Chase Investment Counsel sold 2,500 Annaly Capital Management shares in Q4 2019, an estimated $88K.
  • Chase Investment Counsel first reported a position in Annaly Capital Management in Q3 2019 and held it in 1 quarter.
  • Chase Investment Counsel's Annaly Capital Management position peaked at $88K in Q3 2019.
  • 670 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Chase Investment Counsel's 13F filing for Q4 2019, filed 6 Feb 2020.