Independent Portfolio Consultants’s Annaly Capital Management NLY Stock Holding History

Independent Portfolio Consultants’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	-1,120	Closed	-$41K	–	845
2015 Q2	$41K	Sell	1,120 -746	-40%	-$30.1K	0.01%	649
2015 Q1	$78K	Sell	1,866 -109	-6%	-$4.63K	0.02%	532
2014 Q4	$85K	Sell	1,975 -275	-12%	-$12.4K	0.02%	545
2014 Q3	$96K	Buy	2,250 +869	+63%	+$39.7K	0.03%	557
2014 Q2	$63K	Buy	+1,381	New	+$63.7K	0.02%	607

Other funds holding NLY

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Independent Portfolio Consultants's NLY Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Annaly Capital Management (NLY) in Q3 2015, closing a stake of 1,120 shares — an estimated $41K sold.

Independent Portfolio Consultants first reported a position in NLY in Q2 2014 and held it in 5 quarters. The position peaked at $96K in Q3 2014. 488 funds tracked by Wall St. Rank hold NLY as of Q3 2015.

Independent Portfolio Consultants reported no remaining Annaly Capital Management position as of Q3 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 1,120 Annaly Capital Management shares in Q3 2015, an estimated $41K.
Independent Portfolio Consultants first reported a position in Annaly Capital Management in Q2 2014 and held it in 5 quarters.
Independent Portfolio Consultants's Annaly Capital Management position peaked at $96K in Q3 2014.
488 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.