Claro Advisors’s Annaly Capital Management NLY Stock Holding History

Claro 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
2019 Q3	–	Sell	-2,704	Closed	-$99K	–	167
2019 Q2	$99K	Sell	2,704 -374	-12%	-$14.3K	0.09%	154
2019 Q1	$123K	Sell	3,078 -91	-3%	-$3.71K	0.12%	146
2018 Q4	$130K	Buy	+3,169	New	+$127K	0.1%	183

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's NLY Position: Q3 2019 in Review

Claro Advisors sold out of Annaly Capital Management (NLY) in Q3 2019, closing a stake of 2,704 shares — an estimated $99K sold.

Claro Advisors first reported a position in NLY in Q4 2018 and held it in 3 quarters. The position peaked at $130K in Q4 2018. 620 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

Claro Advisors reported no remaining Annaly Capital Management position as of Q3 2019 after selling out during the quarter.
Claro Advisors sold 2,704 Annaly Capital Management shares in Q3 2019, an estimated $99K.
Claro Advisors first reported a position in Annaly Capital Management in Q4 2018 and held it in 3 quarters.
Claro Advisors's Annaly Capital Management position peaked at $130K in Q4 2018.
620 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on Claro Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.