Fiduciary Financial Services of The Southwest’s Annaly Capital Management NLY Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	$1.1M	Buy	29,166 +2,037	+8%	+$74.2K	0.29%	83
2019 Q3	$955K	Buy	27,129 +2,840	+12%	+$102K	0.26%	87
2019 Q2	$887K	Buy	24,289 +1,441	+6%	+$54.9K	0.25%	93
2019 Q1	$913K	Buy	22,848 +5,580	+32%	+$228K	0.27%	90
2018 Q4	$678K	Buy	17,268 +321	+2%	+$12.8K	0.21%	97
2018 Q3	$693K	Buy	16,947 +8,435	+99%	+$353K	0.19%	103
2018 Q2	$350K	Buy	8,512 +5,948	+232%	+$248K	0.11%	130
2018 Q1	$107K	Buy	+2,564	New	+$109K	0.03%	152
2016 Q2	–	Sell	-2,634	Closed	-$108K	–	155
2016 Q1	$108K	Sell	2,634 -200	-7%	-$7.85K	0.04%	140
2015 Q4	$106K	Sell	2,834 -44	-2%	-$1.72K	0.04%	141
2015 Q3	$114K	Sell	2,878 -1,818	-39%	-$72.7K	0.04%	149
2015 Q2	$173K	Sell	4,696 -1,493	-24%	-$60.3K	0.05%	162
2015 Q1	$257K	Sell	6,189 -174	-3%	-$7.4K	0.08%	146
2014 Q4	$275K	Sell	6,363 -521	-8%	-$23.6K	0.08%	144
2014 Q3	$294K	Sell	6,884 -1,468	-18%	-$67.1K	0.08%	146
2014 Q2	$382K	Sell	8,352 -2,232	-21%	-$103K	0.11%	131
2014 Q1	$464K	Sell	10,584 -1,525	-13%	-$65.9K	0.14%	121
2013 Q4	$483K	Sell	12,109 -4,114	-25%	-$179K	0.15%	114
2013 Q3	$751K	Sell	16,223 -14,975	-48%	-$705K	0.25%	95
2013 Q2	$1.57M	Buy	+31,198	New	+$1.82M	0.52%	64

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's NLY Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Annaly Capital Management (NLY) stake by 7.5% in Q4 2019, buying an estimated $74.2K and bringing the position to 29,166 shares worth $1.1M. The position accounts for 0.29% of the portfolio, ranked #83.

Fiduciary Financial Services of The Southwest first reported a position in NLY in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.57M in Q2 2013. 671 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

Fiduciary Financial Services of The Southwest held 29,166 shares of Annaly Capital Management worth $1.1M as of Q4 2019.
Fiduciary Financial Services of The Southwest bought 2,037 Annaly Capital Management shares in Q4 2019, an estimated $74.2K.
Annaly Capital Management made up 0.29% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #83 holding.
Fiduciary Financial Services of The Southwest first reported a position in Annaly Capital Management in Q2 2013 and has held it in 20 quarters since.
Fiduciary Financial Services of The Southwest's Annaly Capital Management position peaked at $1.57M in Q2 2013.
671 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.