ECM
NLY.PRD

Evergreen Capital Management’s Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock NLY.PRD Stock Holding History

Evergreen Capital Management’s Portfolio NLY.PRD Stock Details NLY.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-311,100
Closed -$7.29M – 118
2013
Q3 		$7.29M Sell
311,100
-43,930
-12% -$1.04M 1.17% 26
2013
Q2 		$8.74M Buy
+355,030
New +$9.02M 1.34% 23

Other funds holding NLY.PRD

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Evergreen Capital Management's NLY.PRD Position: Q4 2013 in Review

Evergreen Capital Management sold out of Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock (NLY.PRD) in Q4 2013, closing a stake of 311,100 shares — an estimated $7.29M sold.

Evergreen Capital Management first reported a position in NLY.PRD in Q2 2013 and held it in 2 quarters. The position peaked at $8.74M in Q2 2013. 5 funds tracked by Wall St. Rank hold NLY.PRD as of Q4 2013.

  • Evergreen Capital Management reported no remaining Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position as of Q4 2013 after selling out during the quarter.
  • Evergreen Capital Management sold 311,100 Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock shares in Q4 2013, an estimated $7.29M.
  • Evergreen Capital Management first reported a position in Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock in Q2 2013 and held it in 2 quarters.
  • Evergreen Capital Management's Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position peaked at $8.74M in Q2 2013.
  • 5 funds tracked by Wall St. Rank held Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock as of Q4 2013.

Based on Evergreen Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.