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

Evercore 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
2017 Q2	–	Sell	-3,444	Closed	-$153K	–	1018
2017 Q1	$153K	Buy	+3,444	New	+$147K	0.01%	414
2016 Q4	–	Sell	-1,750	Closed	-$73K	–	1074
2016 Q3	$73K	Sell	1,750 -198	-10%	-$8.58K	﹤0.01%	530
2016 Q2	$86K	Sell	1,948 -552	-22%	-$23.5K	﹤0.01%	486
2016 Q1	$103K	Hold	2,500	–	–	﹤0.01%	453
2015 Q4	$94K	Hold	2,500	–	–	﹤0.01%	485
2015 Q3	$99K	Hold	2,500	–	–	﹤0.01%	484
2015 Q2	$92K	Hold	2,500	–	–	﹤0.01%	537
2015 Q1	$104K	Sell	2,500 -1,050	-30%	-$44.6K	﹤0.01%	522
2014 Q4	$154K	Buy	3,550 +550	+18%	+$24.9K	0.01%	400
2014 Q3	$128K	Hold	3,000	–	–	0.01%	473
2014 Q2	$137K	Hold	3,000	–	–	0.01%	457
2014 Q1	$132K	Buy	3,000 +2,125	+243%	+$91.8K	0.01%	433
2013 Q4	$35K	Sell	875 -5,452	-86%	-$237K	﹤0.01%	608
2013 Q3	$293K	Sell	6,327 -3,173	-33%	-$149K	0.02%	352
2013 Q2	$476K	Buy	+9,500	New	+$555K	0.03%	285

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evercore Wealth Management's NLY Position: Q2 2017 in Review

Evercore Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2017, closing a stake of 3,444 shares — an estimated $153K sold.

Evercore Wealth Management first reported a position in NLY in Q2 2013 and held it in 15 quarters. The position peaked at $476K in Q2 2013. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

Evercore Wealth Management reported no remaining Annaly Capital Management position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 3,444 Annaly Capital Management shares in Q2 2017, an estimated $153K.
Evercore Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 15 quarters.
Evercore Wealth Management's Annaly Capital Management position peaked at $476K in Q2 2013.
522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.