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Integrated Wealth Counsel’s Annaly Capital Management NLY Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-3,340
Closed -$168K – 205
2013
Q2 		$168K Buy
+3,340
New +$195K 0.12% 67

Other funds holding NLY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Integrated Wealth Counsel's NLY Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of Annaly Capital Management (NLY) in Q3 2013, closing a stake of 3,340 shares — an estimated $168K sold.

Integrated Wealth Counsel first reported a position in NLY in Q2 2013 and held it in 1 quarter. The position peaked at $168K in Q2 2013. 506 funds tracked by Wall St. Rank hold NLY as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining Annaly Capital Management position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 3,340 Annaly Capital Management shares in Q3 2013, an estimated $168K.
  • Integrated Wealth Counsel first reported a position in Annaly Capital Management in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's Annaly Capital Management position peaked at $168K in Q2 2013.
  • 506 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.