FormulaFolio Investments’s Annaly Capital Management NLY Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-6,453	Closed	-$218K	–	684
2020 Q4	$218K	Buy	+6,453	New	+$200K	﹤0.01%	612
2020 Q1	–	Sell	-2,535	Closed	-$96K	–	343
2019 Q4	$96K	Buy	2,535 +1	+0%	+$36	﹤0.01%	356
2019 Q3	$89K	Sell	2,534 -250	-9%	-$9.01K	﹤0.01%	332
2019 Q2	$102K	Sell	2,784 -59	-2%	-$2.25K	﹤0.01%	312
2019 Q1	$114K	Buy	+2,843	New	+$116K	0.01%	325
2018 Q3	–	Sell	-2,604	Closed	-$107K	–	327
2018 Q2	$107K	Buy	+2,604	New	+$108K	0.01%	300

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

FormulaFolio Investments's NLY Position: Q1 2021 in Review

FormulaFolio Investments sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 6,453 shares — an estimated $218K sold.

FormulaFolio Investments first reported a position in NLY in Q2 2018 and held it in 6 quarters. The position peaked at $218K in Q4 2020. 700 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

FormulaFolio Investments reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 6,453 Annaly Capital Management shares in Q1 2021, an estimated $218K.
FormulaFolio Investments first reported a position in Annaly Capital Management in Q2 2018 and held it in 6 quarters.
FormulaFolio Investments's Annaly Capital Management position peaked at $218K in Q4 2020.
700 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.