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

Elmwood 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
2020 Q2	–	Sell	-250	Closed	-$10.4K	–	311
2020 Q1	$10.4K	Buy	+250	New	+$8.79K	0.01%	189
2019 Q4	–	Sell	-125	Closed	-$4K	–	191
2019 Q3	$4K	Hold	125	–	–	﹤0.01%	221
2019 Q2	$5K	Buy	+125	New	+$4.76K	﹤0.01%	230
2018 Q4	–	Sell	-125	Closed	-$5.12K	–	303
2018 Q3	$5.12K	Sell	125 -375	-75%	-$15.7K	﹤0.01%	233
2018 Q2	$20.7K	Buy	500 +250	+100%	+$10.4K	0.02%	166
2018 Q1	$10.4K	Buy	+250	New	+$10.7K	0.01%	189

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Elmwood Wealth Management's NLY Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2020, closing a stake of 250 shares — an estimated $10.4K sold.

Elmwood Wealth Management first reported a position in NLY in Q1 2018 and held it in 6 quarters. The position peaked at $20.7K in Q2 2018. 665 funds tracked by Wall St. Rank hold NLY as of Q2 2020.

Elmwood Wealth Management reported no remaining Annaly Capital Management position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 250 Annaly Capital Management shares in Q2 2020, an estimated $10.4K.
Elmwood Wealth Management first reported a position in Annaly Capital Management in Q1 2018 and held it in 6 quarters.
Elmwood Wealth Management's Annaly Capital Management position peaked at $20.7K in Q2 2018.
665 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.