GWA
NLY.PRD

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

Genesis Wealth Advisors’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 		$207K Buy
8,600
+2,600
+43% +$64.6K 0.17% 68
2015
Q1 		$152K Hold
6,000
– – 0.13% 77
2014
Q4 		$154K Buy
+6,000
New +$148K 0.12% 85

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
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

Genesis Wealth Advisors's NLY.PRD Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock (NLY.PRD) stake by 43% in Q2 2015, buying an estimated $64.6K and bringing the position to 8,600 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #68.

Genesis Wealth Advisors first reported a position in NLY.PRD in Q4 2014 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold NLY.PRD as of Q2 2015.

  • Genesis Wealth Advisors held 8,600 shares of Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock worth $207K as of Q2 2015.
  • Genesis Wealth Advisors bought 2,600 Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock shares in Q2 2015, an estimated $64.6K.
  • Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock made up 0.17% of Genesis Wealth Advisors's portfolio in Q2 2015, its #68 holding.
  • Genesis Wealth Advisors first reported a position in Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock in Q4 2014 and has held it in 3 quarters since.
  • 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 Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.