Klingman & Associates’s Annaly Capital Management NLY Stock Holding History

Klingman & Associates’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	-770	Closed	-$32K	–	240
2016 Q3	$32K	Hold	770	–	–	0.01%	218
2016 Q2	$34K	Hold	770	–	–	0.01%	218
2016 Q1	$32K	Hold	770	–	–	0.01%	222
2015 Q4	$29K	Hold	770	–	–	0.01%	239
2015 Q3	$30K	Hold	770	–	–	0.01%	232
2015 Q2	$28K	Hold	770	–	–	0.01%	220
2015 Q1	$32K	Hold	770	–	–	0.01%	203
2014 Q4	$33K	Buy	+770	New	+$34.8K	0.01%	198

Other funds holding NLY

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Klingman & Associates's NLY Position: Q4 2016 in Review

Klingman & Associates sold out of Annaly Capital Management (NLY) in Q4 2016, closing a stake of 770 shares — an estimated $32K sold.

Klingman & Associates first reported a position in NLY in Q4 2014 and held it in 8 quarters. The position peaked at $34K in Q2 2016. 542 funds tracked by Wall St. Rank hold NLY as of Q4 2016.

Klingman & Associates reported no remaining Annaly Capital Management position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 770 Annaly Capital Management shares in Q4 2016, an estimated $32K.
Klingman & Associates first reported a position in Annaly Capital Management in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Annaly Capital Management position peaked at $34K in Q2 2016.
542 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.