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Lenox Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Lenox Wealth 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
2018
Q3 		– Sell
-25
Closed -$1K – 486
2018
Q2 		$1K Buy
+25
New +$1.04K ﹤0.01% 523
2016
Q1 		– Sell
-60
Closed -$2K – 358
2015
Q4 		$2K Buy
+60
New +$2.34K ﹤0.01% 325

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Advisors's NLY Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in NLY in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 599 funds tracked by Wall St. Rank hold NLY as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25 Annaly Capital Management shares in Q3 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Annaly Capital Management in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's Annaly Capital Management position peaked at $2K in Q4 2015.
  • 599 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.