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Kays Financial Advisory’s Annaly Capital Management NLY Stock Holding History

Kays Financial Advisory’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
2016
Q4 		– Sell
-3,960
Closed -$166K – 74
2016
Q3 		$166K Hold
3,960
– – 0.07% 61
2016
Q2 		$175K Hold
3,960
– – 0.08% 62
2016
Q1 		$163K Sell
3,960
-1,057
-21% -$41.5K 0.08% 63
2015
Q4 		$189K Buy
5,017
+24
+0.5% +$936 0.1% 60
2015
Q3 		$197K Buy
+4,993
New +$200K 0.11% 61

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Kays Financial Advisory's NLY Position: Q4 2016 in Review

Kays Financial Advisory sold out of Annaly Capital Management (NLY) in Q4 2016, closing a stake of 3,960 shares — an estimated $166K sold.

Kays Financial Advisory first reported a position in NLY in Q3 2015 and held it in 5 quarters. The position peaked at $197K in Q3 2015. 542 funds tracked by Wall St. Rank hold NLY as of Q4 2016.

  • Kays Financial Advisory reported no remaining Annaly Capital Management position as of Q4 2016 after selling out during the quarter.
  • Kays Financial Advisory sold 3,960 Annaly Capital Management shares in Q4 2016, an estimated $166K.
  • Kays Financial Advisory first reported a position in Annaly Capital Management in Q3 2015 and held it in 5 quarters.
  • Kays Financial Advisory's Annaly Capital Management position peaked at $197K in Q3 2015.
  • 542 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2016.

Based on Kays Financial Advisory's 13F filing for Q4 2016, filed 1 Nov 2018.