Hobart Private Capital’s Annaly Capital Management NLY Stock Holding History

Hobart Private Capital’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	-9,842	Closed	-$393K	–	167
2019 Q1	$393K	Buy	9,842 +3,265	+50%	+$133K	0.3%	87
2018 Q4	$258K	Sell	6,577 -646	-9%	-$25.8K	0.22%	104
2018 Q3	$296K	Sell	7,223 -100	-1%	-$4.19K	0.23%	105
2018 Q2	$301K	Buy	+7,323	New	+$305K	0.25%	99
2018 Q1	–	Sell	-7,903	Closed	-$376K	–	122
2017 Q4	$376K	Buy	+7,903	New	+$375K	0.34%	82

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

Hobart Private Capital's NLY Position: Q2 2019 in Review

Hobart Private Capital sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 9,842 shares — an estimated $393K sold.

Hobart Private Capital first reported a position in NLY in Q4 2017 and held it in 5 quarters. The position peaked at $393K in Q1 2019. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

Hobart Private Capital reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 9,842 Annaly Capital Management shares in Q2 2019, an estimated $393K.
Hobart Private Capital first reported a position in Annaly Capital Management in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's Annaly Capital Management position peaked at $393K in Q1 2019.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.