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Cypress Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Cypress Wealth 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
2016
Q3 		– Sell
-2,777
Closed -$123K – 212
2016
Q2 		$123K Hold
2,777
– – 0.06% 178
2016
Q1 		$114K Hold
2,777
– – 0.05% 193
2015
Q4 		$104K Buy
+2,777
New +$108K 0.05% 178

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Cypress Wealth Advisors's NLY Position: Q3 2016 in Review

Cypress Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2016, closing a stake of 2,777 shares — an estimated $123K sold.

Cypress Wealth Advisors first reported a position in NLY in Q4 2015 and held it in 3 quarters. The position peaked at $123K in Q2 2016. 520 funds tracked by Wall St. Rank hold NLY as of Q3 2016.

  • Cypress Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,777 Annaly Capital Management shares in Q3 2016, an estimated $123K.
  • Cypress Wealth Advisors first reported a position in Annaly Capital Management in Q4 2015 and held it in 3 quarters.
  • Cypress Wealth Advisors's Annaly Capital Management position peaked at $123K in Q2 2016.
  • 520 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2016.

Based on Cypress Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.