FIM
NLY.PRD

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

Freedom Investment 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
2015
Q2 		– Sell
-9,078
Closed -$228K – 726
2015
Q1 		$228K Sell
9,078
-2,654
-23% -$67K 0.03% 556
2014
Q4 		$292K Buy
+11,732
New +$289K 0.04% 428

Other funds holding NLY.PRD

GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Freedom Investment Management's NLY.PRD Position: Q2 2015 in Review

Freedom Investment Management sold out of Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock (NLY.PRD) in Q2 2015, closing a stake of 9,078 shares — an estimated $228K sold.

Freedom Investment Management first reported a position in NLY.PRD in Q4 2014 and held it in 2 quarters. The position peaked at $292K in Q4 2014. 8 funds tracked by Wall St. Rank hold NLY.PRD as of Q2 2015.

  • Freedom Investment Management reported no remaining Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position as of Q2 2015 after selling out during the quarter.
  • Freedom Investment Management sold 9,078 Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock shares in Q2 2015, an estimated $228K.
  • Freedom Investment Management first reported a position in Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock in Q4 2014 and held it in 2 quarters.
  • Freedom Investment Management's Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position peaked at $292K in Q4 2014.
  • 8 funds tracked by Wall St. Rank held Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock as of Q2 2015.

Based on Freedom Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.