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

Concert 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
Q2 		– Sell
-3,060
Closed -$122K – 340
2017
Q1 		$122K Hold
3,060
– – 0.03% 467
2016
Q4 		$122K Sell
3,060
-11,656
-79% -$474K 0.03% 468
2016
Q3 		$619K Buy
14,716
+564
+4% +$24.4K 0.08% 331
2016
Q2 		$628K Buy
14,152
+403
+3% +$17.1K 0.09% 294
2016
Q1 		$566K Buy
13,749
+131
+1% +$5.14K 0.08% 326
2015
Q4 		$510K Sell
13,618
-727
-5% -$28.3K 0.07% 355
2015
Q3 		$568K Buy
14,345
+240
+2% +$9.6K 0.08% 329
2015
Q2 		$518K Buy
14,105
+38
+0.3% +$1.54K 0.07% 352
2015
Q1 		$413K Buy
14,067
+3,905
+38% +$166K 0.12% 235
2014
Q4 		$439K Buy
10,162
+6,188
+156% +$280K 0.07% 354
2014
Q3 		$168K Buy
3,974
+896
+29% +$40.9K 0.02% 510
2014
Q2 		$131K Buy
3,078
+229
+8% +$10.6K 0.02% 545
2014
Q1 		$125K Buy
+2,849
New +$123K 0.02% 538
2013
Q4 		– Sell
-3,096
Closed -$144K – 556
2013
Q3 		$144K Sell
3,096
-1,332
-30% -$62.7K 0.02% 503
2013
Q2 		$225K Buy
+4,428
New +$259K 0.03% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's NLY Position: Q2 2017 in Review

Concert Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2017, closing a stake of 3,060 shares — an estimated $122K sold.

Concert Wealth Management first reported a position in NLY in Q2 2013 and held it in 15 quarters. The position peaked at $628K in Q2 2016. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

  • Concert Wealth Management reported no remaining Annaly Capital Management position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,060 Annaly Capital Management shares in Q2 2017, an estimated $122K.
  • Concert Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Annaly Capital Management position peaked at $628K in Q2 2016.
  • 522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.