Gideon Capital Advisors’s Annaly Capital Management NLY Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-24,157	Closed	-$965K	–	376
2019 Q1	$965K	Buy	+24,157	New	+$986K	0.35%	72
2018 Q3	–	Sell	-11,884	Closed	-$489K	–	445
2018 Q2	$489K	Buy	11,884 +7,210	+154%	+$300K	0.24%	144
2018 Q1	$195K	Buy	4,674 +510	+12%	+$21.7K	0.12%	322
2017 Q4	$198K	Sell	4,164 -1,399	-25%	-$66.4K	0.17%	277
2017 Q3	$271K	Buy	+5,563	New	+$272K	0.27%	175
2017 Q1	–	Sell	-5,642	Closed	-$225K	–	475
2016 Q4	$225K	Buy	5,642 +1,830	+48%	+$74.4K	0.14%	344
2016 Q3	$160K	Buy	+3,812	New	+$165K	0.1%	170
2015 Q2	–	Sell	-3,582	Closed	-$149K	–	298
2015 Q1	$149K	Buy	+3,582	New	+$152K	0.06%	214
2014 Q4	–	Sell	-3,754	Closed	-$160K	–	277
2014 Q3	$160K	Sell	3,754 -10,756	-74%	-$492K	0.06%	247
2014 Q2	$663K	Buy	+14,510	New	+$669K	0.24%	127

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

SOMRS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Gideon Capital Advisors's NLY Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 24,157 shares — an estimated $965K sold.

Gideon Capital Advisors first reported a position in NLY in Q2 2014 and held it in 10 quarters. The position peaked at $965K in Q1 2019. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

Gideon Capital Advisors reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 24,157 Annaly Capital Management shares in Q2 2019, an estimated $965K.
Gideon Capital Advisors first reported a position in Annaly Capital Management in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's Annaly Capital Management position peaked at $965K in Q1 2019.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.