Lenox Wealth Advisors’s Annaly Capital Management Series I NLY.PRI Stock Holding History

Lenox Wealth Advisors’s Portfolio NLY.PRI Stock Details NLY.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,765	Closed	-$47K	–	920
2021 Q4	$47K	Hold	1,765	–	–	0.01%	266
2021 Q3	$47K	Hold	1,765	–	–	0.01%	239
2021 Q2	$47K	Hold	1,765	–	–	0.01%	241
2021 Q1	$45K	Hold	1,765	–	–	0.01%	204
2020 Q4	$45K	Hold	1,765	–	–	0.01%	199
2020 Q3	$40K	Hold	1,765	–	–	0.01%	186
2020 Q2	$37K	Hold	1,765	–	–	0.01%	192
2020 Q1	$31K	Hold	1,765	–	–	0.01%	191
2019 Q4	$46K	Hold	1,765	–	–	0.01%	186
2019 Q3	$46K	Buy	+1,765	New	+$45.1K	0.01%	164

Other funds holding NLY.PRI

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lenox Wealth Advisors's NLY.PRI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Annaly Capital Management Series I (NLY.PRI) in Q1 2022, closing a stake of 1,765 shares — an estimated $47K sold.

Lenox Wealth Advisors first reported a position in NLY.PRI in Q3 2019 and held it in 10 quarters. The position peaked at $47K in Q4 2021. 2 funds tracked by Wall St. Rank hold NLY.PRI as of Q1 2022.

Lenox Wealth Advisors reported no remaining Annaly Capital Management Series I position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,765 Annaly Capital Management Series I shares in Q1 2022, an estimated $47K.
Lenox Wealth Advisors first reported a position in Annaly Capital Management Series I in Q3 2019 and held it in 10 quarters.
Lenox Wealth Advisors's Annaly Capital Management Series I position peaked at $47K in Q4 2021.
2 funds tracked by Wall St. Rank held Annaly Capital Management Series I as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.