GWM
NLY.PRD

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

Graybill Wealth 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
2013
Q4 		– Sell
-18,135
Closed -$425K – 63
2013
Q3 		$425K Buy
18,135
+500
+3% +$11.9K 0.36% 49
2013
Q2 		$434K Buy
+17,635
New +$448K 0.39% 51

Other funds holding NLY.PRD

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Graybill Wealth Management's NLY.PRD Position: Q4 2013 in Review

Graybill Wealth Management sold out of Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock (NLY.PRD) in Q4 2013, closing a stake of 18,135 shares — an estimated $425K sold.

Graybill Wealth Management first reported a position in NLY.PRD in Q2 2013 and held it in 2 quarters. The position peaked at $434K in Q2 2013. 5 funds tracked by Wall St. Rank hold NLY.PRD as of Q4 2013.

  • Graybill Wealth Management reported no remaining Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position as of Q4 2013 after selling out during the quarter.
  • Graybill Wealth Management sold 18,135 Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock shares in Q4 2013, an estimated $425K.
  • Graybill Wealth Management first reported a position in Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock in Q2 2013 and held it in 2 quarters.
  • Graybill Wealth Management's Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock position peaked at $434K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held Annaly Capital Management, Inc. 7.50% Series D Cumulative Redeemable Preferred Stock as of Q4 2013.

Based on Graybill Wealth Management's 13F filing for Q4 2013, filed 22 Jan 2014.