Lake Street Private Wealth’s Annaly Capital Management NLY Stock Holding History

Lake Street Private Wealth’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
2020 Q1	–	Sell	-4,875	Closed	-$184K	–	162
2019 Q4	$184K	Sell	4,875 -38	-0.8%	-$1.39K	0.07%	162
2019 Q3	$173K	Buy	4,913 +1,013	+26%	+$36.5K	0.08%	148
2019 Q2	$142K	Buy	+3,900	New	+$149K	0.08%	118

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Lake Street Private Wealth's NLY Position: Q1 2020 in Review

Lake Street Private Wealth sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 4,875 shares — an estimated $184K sold.

Lake Street Private Wealth first reported a position in NLY in Q2 2019 and held it in 3 quarters. The position peaked at $184K in Q4 2019. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Lake Street Private Wealth reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
Lake Street Private Wealth sold 4,875 Annaly Capital Management shares in Q1 2020, an estimated $184K.
Lake Street Private Wealth first reported a position in Annaly Capital Management in Q2 2019 and held it in 3 quarters.
Lake Street Private Wealth's Annaly Capital Management position peaked at $184K in Q4 2019.
677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Lake Street Private Wealth's 13F filing for Q1 2020, filed 7 Apr 2020.