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CSat Investment Advisory’s Annaly Capital Management NLY Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-986
Closed -$28K – 803
2020
Q3 		$28K Buy
986
+114
+13% +$3.3K ﹤0.01% 778
2020
Q2 		$23K Sell
872
-669
-43% -$16.5K ﹤0.01% 798
2020
Q1 		$31K Buy
1,541
+176
+13% +$6.19K 0.01% 645
2019
Q4 		$51K Buy
1,365
+302
+28% +$11K 0.01% 624
2019
Q3 		$37K Buy
1,063
+117
+12% +$4.22K 0.01% 624
2019
Q2 		$35K Buy
+946
New +$36K 0.01% 629

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CSat Investment Advisory's NLY Position: Q4 2020 in Review

CSat Investment Advisory sold out of Annaly Capital Management (NLY) in Q4 2020, closing a stake of 986 shares — an estimated $28K sold.

CSat Investment Advisory first reported a position in NLY in Q2 2019 and held it in 6 quarters. The position peaked at $51K in Q4 2019. 698 funds tracked by Wall St. Rank hold NLY as of Q4 2020.

  • CSat Investment Advisory reported no remaining Annaly Capital Management position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 986 Annaly Capital Management shares in Q4 2020, an estimated $28K.
  • CSat Investment Advisory first reported a position in Annaly Capital Management in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Annaly Capital Management position peaked at $51K in Q4 2019.
  • 698 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.