L.J. Altfest & Co’s Annaly Capital Management NLY Stock Holding History

L.J. Altfest & Co’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
2015 Q1	–	Sell	-28,434	Closed	-$1.23M	–	115
2014 Q4	$1.23M	Buy	28,434 +114	+0.4%	+$5.16K	1.01%	44
2014 Q3	$1.22M	Sell	28,320 -178	-0.6%	-$8.13K	1.2%	42
2014 Q2	$1.26M	Sell	28,498 -50	-0.2%	-$2.31K	1.24%	41
2014 Q1	$1.31M	Buy	28,548 +21,222	+290%	+$917K	1.22%	33
2013 Q4	$292K	Buy	+7,326	New	+$318K	0.25%	87

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

L.J. Altfest & Co's NLY Position: Q1 2015 in Review

L.J. Altfest & Co sold out of Annaly Capital Management (NLY) in Q1 2015, closing a stake of 28,434 shares — an estimated $1.23M sold.

L.J. Altfest & Co first reported a position in NLY in Q4 2013 and held it in 5 quarters. The position peaked at $1.31M in Q1 2014. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

L.J. Altfest & Co reported no remaining Annaly Capital Management position as of Q1 2015 after selling out during the quarter.
L.J. Altfest & Co sold 28,434 Annaly Capital Management shares in Q1 2015, an estimated $1.23M.
L.J. Altfest & Co first reported a position in Annaly Capital Management in Q4 2013 and held it in 5 quarters.
L.J. Altfest & Co's Annaly Capital Management position peaked at $1.31M in Q1 2014.
483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on L.J. Altfest & Co's 13F filing for Q1 2015, filed 20 Apr 2015.