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Independent Order of Foresters’s Annaly Capital Management NLY Stock Holding History

Independent Order of Foresters’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
2014
Q4 		– Sell
-50
Closed -$3K – 120
2014
Q3 		$3K Hold
50
– – ﹤0.01% 124
2014
Q2 		$3K Hold
50
– – ﹤0.01% 123
2014
Q1 		$2K Hold
50
– – ﹤0.01% 123
2013
Q4 		$2K Hold
50
– – ﹤0.01% 123
2013
Q3 		$3K Hold
50
– – ﹤0.01% 121
2013
Q2 		$3K Buy
+50
New +$2.92K ﹤0.01% 118

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 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Order of Foresters's NLY Position: Q4 2014 in Review

Independent Order of Foresters sold out of Annaly Capital Management (NLY) in Q4 2014, closing a stake of 50 shares — an estimated $3K sold.

Independent Order of Foresters first reported a position in NLY in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q3 2014. 514 funds tracked by Wall St. Rank hold NLY as of Q4 2014.

  • Independent Order of Foresters reported no remaining Annaly Capital Management position as of Q4 2014 after selling out during the quarter.
  • Independent Order of Foresters sold 50 Annaly Capital Management shares in Q4 2014, an estimated $3K.
  • Independent Order of Foresters first reported a position in Annaly Capital Management in Q2 2013 and held it in 6 quarters.
  • Independent Order of Foresters's Annaly Capital Management position peaked at $3K in Q3 2014.
  • 514 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2014.

Based on Independent Order of Foresters's 13F filing for Q4 2014, filed 12 Feb 2015.