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Gary Goldberg Planning Services’s Annaly Capital Management NLY Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-31
Closed -$1K – 346
2013
Q3 		$1K Hold
31
– – ﹤0.01% 354
2013
Q2 		$2K Buy
+31
New +$1.81K ﹤0.01% 350

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACMM
American Capital Mortgage Management Bethesda, Maryland $33.9M AUM 13.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gary Goldberg Planning Services's NLY Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Annaly Capital Management (NLY) in Q4 2013, closing a stake of 31 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in NLY in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q2 2013. 521 funds tracked by Wall St. Rank hold NLY as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Annaly Capital Management position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 31 Annaly Capital Management shares in Q4 2013, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in Annaly Capital Management in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Annaly Capital Management position peaked at $2K in Q2 2013.
  • 521 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.