Evanston Advisors’s Annaly Capital Management NLY Stock Holding History

Evanston 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
2018 Q4	$419K	Hold	10,658	–	–	0.11%	43
2018 Q3	$436K	Hold	10,658	–	–	0.1%	53
2018 Q2	$439K	Hold	10,658	–	–	0.1%	50
2018 Q1	$445K	Hold	10,658	–	–	0.1%	51
2017 Q4	$507K	Hold	10,658	–	–	0.12%	49
2017 Q3	$520K	Buy	10,658 +2,500	+31%	+$122K	0.13%	51
2017 Q2	$393K	Buy	+8,158	New	+$385K	0.1%	54

Other funds holding NLY

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

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evanston Advisors's NLY Position: Q4 2018 in Review

Evanston Advisors held its Annaly Capital Management (NLY) position steady in Q4 2018 at 10,658 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #43.

Evanston Advisors first reported a position in NLY in Q2 2017 and has held it in 7 quarters since. The position peaked at $520K in Q3 2017. 599 funds tracked by Wall St. Rank hold NLY as of Q4 2018.

Evanston Advisors held 10,658 shares of Annaly Capital Management worth $419K as of Q4 2018.
Evanston Advisors left its Annaly Capital Management share count unchanged in Q4 2018.
Annaly Capital Management made up 0.11% of Evanston Advisors's portfolio in Q4 2018, its #43 holding.
Evanston Advisors first reported a position in Annaly Capital Management in Q2 2017 and has held it in 7 quarters since.
Evanston Advisors's Annaly Capital Management position peaked at $520K in Q3 2017.
599 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.