EWM
Evercore Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,775
| Closed | -$153K | – | 1016 |
|
|
2017
Q1 | $153K | Buy |
+13,775
| New | +$153K | 0.01% | 413 |
|
|
2016
Q4 | – | Sell |
-7,000
| Closed | -$73K | – | 1073 |
|
|
2016
Q3 | $73K | Sell |
7,000
-793
| -10% | -$8.27K | ﹤0.01% | 530 |
|
|
2016
Q2 | $86K | Sell |
7,793
-2,207
| -22% | -$24.4K | ﹤0.01% | 486 |
|
|
2016
Q1 | $103K | Hold |
10,000
| – | – | ﹤0.01% | 453 |
|
|
2015
Q4 | $94K | Hold |
10,000
| – | – | ﹤0.01% | 485 |
|
|
2015
Q3 | $99K | Hold |
10,000
| – | – | ﹤0.01% | 484 |
|
|
2015
Q2 | $92K | Hold |
10,000
| – | – | ﹤0.01% | 537 |
|
|
2015
Q1 | $104K | Sell |
10,000
-4,200
| -30% | -$43.7K | ﹤0.01% | 522 |
|
|
2014
Q4 | $154K | Buy |
14,200
+2,200
| +18% | +$23.9K | 0.01% | 400 |
|
|
2014
Q3 | $128K | Hold |
12,000
| – | – | 0.01% | 473 |
|
|
2014
Q2 | $137K | Hold |
12,000
| – | – | 0.01% | 457 |
|
|
2014
Q1 | $132K | Buy |
12,000
+8,500
| +243% | +$93.5K | 0.01% | 433 |
|
|
2013
Q4 | $35K | Sell |
3,500
-21,809
| -86% | -$218K | ﹤0.01% | 608 |
|
|
2013
Q3 | $293K | Sell |
25,309
-12,691
| -33% | -$147K | 0.02% | 352 |
|
|
2013
Q2 | $476K | Buy |
+38,000
| New | +$476K | 0.03% | 285 |
|