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Gupta Wealth Management’s Annaly Capital Management NLY Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$10K Hold
253
– – ﹤0.01% 858
2015
Q4 		$9K Hold
253
– – ﹤0.01% 913
2015
Q3 		$10K Sell
253
-1,254
-83% -$50.1K ﹤0.01% 907
2015
Q2 		$55K Buy
1,507
+1,467
+3,668% +$59.3K 0.01% 452
2015
Q1 		$2K Buy
+40
New +$1.7K ﹤0.01% 1020

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 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Gupta Wealth Management's NLY Position: Q1 2016 in Review

Gupta Wealth Management held its Annaly Capital Management (NLY) position steady in Q1 2016 at 253 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Gupta Wealth Management first reported a position in NLY in Q1 2015 and has held it in 5 quarters since. The position peaked at $55K in Q2 2015. 501 funds tracked by Wall St. Rank hold NLY as of Q1 2016.

  • Gupta Wealth Management held 253 shares of Annaly Capital Management worth $10K as of Q1 2016.
  • Gupta Wealth Management left its Annaly Capital Management share count unchanged in Q1 2016.
  • Annaly Capital Management made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #858 holding.
  • Gupta Wealth Management first reported a position in Annaly Capital Management in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Annaly Capital Management position peaked at $55K in Q2 2015.
  • 501 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.