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KCS Wealth Advisory’s Annaly Capital Management NLY Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-23
Closed -$792 – 319
2019
Q3 		$792 Buy
+23
New +$829 ﹤0.01% 437
2018
Q1 		– Sell
-3,696
Closed -$176K – 176
2017
Q4 		$176K Buy
+3,696
New +$175K 0.17% 163

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCS Wealth Advisory's NLY Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Annaly Capital Management (NLY) in Q4 2019, closing a stake of 23 shares — an estimated $792 sold.

KCS Wealth Advisory first reported a position in NLY in Q4 2017 and held it in 2 quarters. The position peaked at $176K in Q4 2017. 671 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Annaly Capital Management position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 23 Annaly Capital Management shares in Q4 2019, an estimated $792.
  • KCS Wealth Advisory first reported a position in Annaly Capital Management in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Annaly Capital Management position peaked at $176K in Q4 2017.
  • 671 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.