Laurel Wealth Advisors (California)’s Annaly Capital Management NLY Stock Holding History

Laurel Wealth Advisors (California)’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	-6,906	Closed	-$243K	–	476
2019 Q3	$243K	Buy	+6,906	New	+$249K	0.04%	393
2019 Q2	–	Sell	-4,055	Closed	-$162K	–	421
2019 Q1	$162K	Buy	4,055 +2	+0%	+$82	0.04%	376
2018 Q4	$159K	Hold	4,053	–	–	0.05%	327
2018 Q3	$165K	Buy	4,053 +3	+0.1%	+$126	0.04%	379
2018 Q2	$166K	Buy	4,050 +2	+0%	+$83	0.04%	365
2018 Q1	$168K	Buy	+4,048	New	+$173K	0.05%	336
2017 Q4	–	Sell	-4,095	Closed	-$199K	–	364
2017 Q3	$199K	Sell	4,095 -23	-0.6%	-$1.13K	0.07%	293
2017 Q2	$198K	Buy	4,118 +39	+1%	+$1.84K	0.07%	282
2017 Q1	$181K	Buy	4,079 +43	+1%	+$1.83K	0.07%	263
2016 Q4	$160K	Sell	4,036 -60	-1%	-$2.44K	0.07%	243
2016 Q3	$172K	Sell	4,096 -23	-0.6%	-$996	0.08%	244
2016 Q2	$182K	Buy	4,119 +3	+0.1%	+$128	0.09%	240
2016 Q1	$169K	Buy	4,116 +2	+0%	+$78	0.08%	246
2015 Q4	$154K	Buy	+4,114	New	+$160K	0.08%	238

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

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

Laurel Wealth Advisors (California)'s NLY Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Annaly Capital Management (NLY) in Q4 2019, closing a stake of 6,906 shares — an estimated $243K sold.

Laurel Wealth Advisors (California) first reported a position in NLY in Q4 2015 and held it in 14 quarters. The position peaked at $243K in Q3 2019. 671 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

Laurel Wealth Advisors (California) reported no remaining Annaly Capital Management position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,906 Annaly Capital Management shares in Q4 2019, an estimated $243K.
Laurel Wealth Advisors (California) first reported a position in Annaly Capital Management in Q4 2015 and held it in 14 quarters.
Laurel Wealth Advisors (California)'s Annaly Capital Management position peaked at $243K in Q3 2019.
671 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.