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Lehman Financial Resources’s Annaly Capital Management NLY Stock Holding History

Lehman Financial Resources’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
-275
Closed -$12K – 432
2014
Q4 		$12K Hold
275
– – 0.01% 285
2014
Q3 		$12K Hold
275
– – 0.01% 289
2014
Q2 		$13K Hold
275
– – 0.01% 271
2014
Q1 		$12K Sell
275
-200
-42% -$8.64K 0.01% 274
2013
Q4 		$19K Sell
475
-100
-17% -$4.34K 0.01% 226
2013
Q3 		$27K Hold
575
– – 0.02% 173
2013
Q2 		$29K Buy
+575
New +$33.6K 0.02% 141

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T
TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lehman Financial Resources's NLY Position: Q1 2015 in Review

Lehman Financial Resources sold out of Annaly Capital Management (NLY) in Q1 2015, closing a stake of 275 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in NLY in Q2 2013 and held it in 7 quarters. The position peaked at $29K in Q2 2013. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

  • Lehman Financial Resources reported no remaining Annaly Capital Management position as of Q1 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 275 Annaly Capital Management shares in Q1 2015, an estimated $12K.
  • Lehman Financial Resources first reported a position in Annaly Capital Management in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's Annaly Capital Management position peaked at $29K in Q2 2013.
  • 483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.