Huber Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Huber Financial 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
2020 Q1	$60K	Buy	2,970 +73	+3%	+$2.57K	0.02%	108
2019 Q4	$109K	Buy	2,897 +77	+3%	+$2.81K	0.04%	117
2019 Q3	$99K	Buy	2,820 +73	+3%	+$2.63K	0.04%	114
2019 Q2	$100K	Buy	2,747 +79	+3%	+$3.01K	0.04%	117
2019 Q1	$107K	Buy	2,668 +74	+3%	+$3.02K	0.05%	118
2018 Q4	$102K	Buy	2,594 +21	+0.8%	+$840	0.06%	96
2018 Q3	$105K	Buy	+2,573	New	+$108K	0.08%	102

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Huber Financial Advisors's NLY Position: Q1 2020 in Review

Huber Financial Advisors increased its Annaly Capital Management (NLY) stake by 2.5% in Q1 2020, buying an estimated $2.57K and bringing the position to 2,970 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #108.

Huber Financial Advisors first reported a position in NLY in Q3 2018 and has held it in 7 quarters since. The position peaked at $109K in Q4 2019. 678 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Huber Financial Advisors held 2,970 shares of Annaly Capital Management worth $60K as of Q1 2020.
Huber Financial Advisors bought 73 Annaly Capital Management shares in Q1 2020, an estimated $2.57K.
Annaly Capital Management made up 0.02% of Huber Financial Advisors's portfolio in Q1 2020, its #108 holding.
Huber Financial Advisors first reported a position in Annaly Capital Management in Q3 2018 and has held it in 7 quarters since.
Huber Financial Advisors's Annaly Capital Management position peaked at $109K in Q4 2019.
678 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.