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Legacy Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-500
Closed -$20K – 633
2019
Q1 		$20K Hold
500
– – 0.01% 454
2018
Q4 		$20K Hold
500
– – 0.01% 412
2018
Q3 		$20K Hold
500
– – 0.01% 376
2018
Q2 		$21K Hold
500
– – 0.01% 368
2018
Q1 		$20K Buy
500
+250
+100% +$10.7K 0.01% 368
2017
Q4 		$11K Buy
+250
New +$11.9K ﹤0.01% 450

Other funds holding NLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return