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Global Financial Private Client’s Annaly Capital Management NLY Stock Holding History

Global Financial Private Client’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
-29
Closed -$963 – 582
2020
Q4 		$963 Hold
29
– – ﹤0.01% 482
2020
Q3 		$812 Sell
29
-211
-88% -$6.11K ﹤0.01% 447
2020
Q2 		$6.13K Sell
240
-237
-50% -$5.85K 0.01% 375
2020
Q1 		$8.33K Sell
477
-343
-42% -$12.1K 0.01% 365
2019
Q4 		$30.9K Buy
+820
New +$29.9K 0.03% 293

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
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

Global Financial Private Client's NLY Position: Q1 2021 in Review

Global Financial Private Client sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 29 shares — an estimated $963 sold.

Global Financial Private Client first reported a position in NLY in Q4 2019 and held it in 5 quarters. The position peaked at $30.9K in Q4 2019. 700 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

  • Global Financial Private Client reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
  • Global Financial Private Client sold 29 Annaly Capital Management shares in Q1 2021, an estimated $963.
  • Global Financial Private Client first reported a position in Annaly Capital Management in Q4 2019 and held it in 5 quarters.
  • Global Financial Private Client's Annaly Capital Management position peaked at $30.9K in Q4 2019.
  • 700 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.