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Icon Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-309
Closed -$13K – 576
2018
Q2 		$13K Buy
+309
New +$12.9K 0.01% 666
2018
Q1 		– Sell
-309
Closed -$15K – 577
2017
Q4 		$15K Buy
+309
New +$14.7K 0.01% 658

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Icon Wealth Partners's NLY Position: Q3 2018 in Review

Icon Wealth Partners sold out of Annaly Capital Management (NLY) in Q3 2018, closing a stake of 309 shares — an estimated $13K sold.

Icon Wealth Partners first reported a position in NLY in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 599 funds tracked by Wall St. Rank hold NLY as of Q3 2018.

  • Icon Wealth Partners reported no remaining Annaly Capital Management position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 309 Annaly Capital Management shares in Q3 2018, an estimated $13K.
  • Icon Wealth Partners first reported a position in Annaly Capital Management in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Annaly Capital Management position peaked at $15K in Q4 2017.
  • 599 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.