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

Executive 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
2019
Q3 		– Sell
-70
Closed -$3K – 557
2019
Q2 		$3K Hold
70
– – ﹤0.01% 772
2019
Q1 		$3K Sell
70
-315
-82% -$12.9K ﹤0.01% 703
2018
Q4 		$15K Buy
+385
New +$15.4K ﹤0.01% 487

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's NLY Position: Q3 2019 in Review

Executive Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2019, closing a stake of 70 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in NLY in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 620 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

  • Executive Wealth Management reported no remaining Annaly Capital Management position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 70 Annaly Capital Management shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Annaly Capital Management in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Annaly Capital Management position peaked at $15K in Q4 2018.
  • 620 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.