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Jacobus Wealth Management’s Annaly Capital Management NLY Stock Holding History

Jacobus Wealth Management’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
-7,475
Closed -$376K – 259
2013
Q2 		$376K Buy
+7,475
New +$437K 0.14% 119

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BIT
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State Street
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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

Jacobus Wealth Management's NLY Position: Q3 2013 in Review

Jacobus Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2013, closing a stake of 7,475 shares — an estimated $376K sold.

Jacobus Wealth Management first reported a position in NLY in Q2 2013 and held it in 1 quarter. The position peaked at $376K in Q2 2013. 506 funds tracked by Wall St. Rank hold NLY as of Q3 2013.

  • Jacobus Wealth Management reported no remaining Annaly Capital Management position as of Q3 2013 after selling out during the quarter.
  • Jacobus Wealth Management sold 7,475 Annaly Capital Management shares in Q3 2013, an estimated $376K.
  • Jacobus Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 1 quarter.
  • Jacobus Wealth Management's Annaly Capital Management position peaked at $376K in Q2 2013.
  • 506 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2013.

Based on Jacobus Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.