Convergence Investment Partners’s Annaly Capital Management NLY Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-691	Closed	-$29K	–	687
2018 Q1	$29K	Buy	+691	New	+$29.4K	﹤0.01%	524
2017 Q4	–	Sell	-66,433	Closed	-$3.24M	–	327
2017 Q3	$3.24M	Buy	66,433 +47,462	+250%	+$2.32M	0.46%	68
2017 Q2	$914K	Buy	+18,971	New	+$895K	0.13%	252
2013 Q3	–	Sell	-7,943	Closed	-$399K	–	345
2013 Q2	$399K	Buy	+7,943	New	+$464K	0.1%	218

Other funds holding NLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Convergence Investment Partners's NLY Position: Q2 2018 in Review

Convergence Investment Partners sold out of Annaly Capital Management (NLY) in Q2 2018, closing a stake of 691 shares — an estimated $29K sold.

Convergence Investment Partners first reported a position in NLY in Q2 2013 and held it in 4 quarters. The position peaked at $3.24M in Q3 2017. 576 funds tracked by Wall St. Rank hold NLY as of Q2 2018.

Convergence Investment Partners reported no remaining Annaly Capital Management position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 691 Annaly Capital Management shares in Q2 2018, an estimated $29K.
Convergence Investment Partners first reported a position in Annaly Capital Management in Q2 2013 and held it in 4 quarters.
Convergence Investment Partners's Annaly Capital Management position peaked at $3.24M in Q3 2017.
576 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.