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Independence Trust’s Annaly Capital Management NLY Stock Holding History

Independence Trust’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
2015
Q3 		– Sell
-4,428
Closed -$163K – 117
2015
Q2 		$163K Hold
4,428
– – 0.11% 114
2015
Q1 		$184K Hold
4,428
– – 0.12% 114
2014
Q4 		$191K Hold
4,428
– – 0.12% 127
2014
Q3 		$189K Hold
4,428
– – 0.12% 102
2014
Q2 		$202K Hold
4,428
– – 0.13% 103
2014
Q1 		$194K Hold
4,428
– – 0.13% 102
2013
Q4 		$177K Hold
4,428
– – 0.12% 109
2013
Q3 		$205K Hold
4,428
– – 0.15% 97
2013
Q2 		$223K Buy
+4,428
New +$259K 0.16% 89

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BFA
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BIT
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State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return