EAM
NLY icon

Evanson Asset Management’s Annaly Capital Management NLY Stock Holding History

Evanson Asset 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
2021
Q2 		– Sell
-4,794
Closed -$165K – 287
2021
Q1 		$165K Buy
4,794
+21
+0.4% +$711 0.02% 267
2020
Q4 		$161K Buy
+4,773
New +$148K 0.03% 248

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Evanson Asset Management's NLY Position: Q2 2021 in Review

Evanson Asset Management sold out of Annaly Capital Management (NLY) in Q2 2021, closing a stake of 4,794 shares — an estimated $165K sold.

Evanson Asset Management first reported a position in NLY in Q4 2020 and held it in 2 quarters. The position peaked at $165K in Q1 2021. 719 funds tracked by Wall St. Rank hold NLY as of Q2 2021.

  • Evanson Asset Management reported no remaining Annaly Capital Management position as of Q2 2021 after selling out during the quarter.
  • Evanson Asset Management sold 4,794 Annaly Capital Management shares in Q2 2021, an estimated $165K.
  • Evanson Asset Management first reported a position in Annaly Capital Management in Q4 2020 and held it in 2 quarters.
  • Evanson Asset Management's Annaly Capital Management position peaked at $165K in Q1 2021.
  • 719 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2021.

Based on Evanson Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.