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JOYN Advisors’s Annaly Capital Management NLY Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-99
Closed -$4K – 947
2018
Q4 		$4K Sell
99
-29
-23% -$1.16K ﹤0.01% 1323
2018
Q3 		$5K Hold
128
– – ﹤0.01% 1196
2018
Q2 		$5K Hold
128
– – ﹤0.01% 1139
2018
Q1 		$5K Buy
+128
New +$5.46K ﹤0.01% 868

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's NLY Position: Q1 2019 in Review

JOYN Advisors sold out of Annaly Capital Management (NLY) in Q1 2019, closing a stake of 99 shares — an estimated $4K sold.

JOYN Advisors first reported a position in NLY in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 651 funds tracked by Wall St. Rank hold NLY as of Q1 2019.

  • JOYN Advisors reported no remaining Annaly Capital Management position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 99 Annaly Capital Management shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Annaly Capital Management in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Annaly Capital Management position peaked at $5K in Q3 2018.
  • 651 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.