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

Lenox Wealth Management’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
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	649
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	668
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	605
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	631
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	604
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	582
2018 Q4	$3K	Buy	75 +11	+17%	+$440	﹤0.01%	521
2018 Q3	$8K	Sell	64 -11	-15%	-$461	﹤0.01%	441
2018 Q2	$3K	Buy	+75	New	+$3.13K	﹤0.01%	475
2017 Q2	–	Sell	-75	Closed	-$3K	–	500
2017 Q1	$3K	Hold	75	–	–	﹤0.01%	210
2016 Q4	$3K	Hold	75	–	–	﹤0.01%	212
2016 Q3	$3K	Hold	75	–	–	﹤0.01%	202
2016 Q2	$3K	Hold	75	–	–	﹤0.01%	210
2016 Q1	$3K	Hold	75	–	–	﹤0.01%	214
2015 Q4	$3K	Hold	75	–	–	﹤0.01%	219
2015 Q3	$3K	Hold	75	–	–	﹤0.01%	132
2015 Q2	$3K	Hold	75	–	–	﹤0.01%	140
2015 Q1	$3K	Hold	75	–	–	﹤0.01%	142
2014 Q4	$3K	Hold	75	–	–	﹤0.01%	145
2014 Q3	$3K	Hold	75	–	–	﹤0.01%	145
2014 Q2	$3K	Sell	75 -2,850	-97%	-$131K	﹤0.01%	152
2014 Q1	$128K	Buy	2,925 +2,850	+3,800%	+$123K	0.07%	68
2013 Q4	$3K	Buy	+75	New	+$3.26K	﹤0.01%	170

Other funds holding NLY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Lenox Wealth Management's NLY Position: Q2 2020 in Review

Lenox Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2020 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Lenox Wealth Management first reported a position in NLY in Q4 2013 and has held it in 23 quarters since. The position peaked at $128K in Q1 2014. 666 funds tracked by Wall St. Rank hold NLY as of Q2 2020.

Lenox Wealth Management held 75 shares of Annaly Capital Management worth $2K as of Q2 2020.
Lenox Wealth Management left its Annaly Capital Management share count unchanged in Q2 2020.
Annaly Capital Management made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #649 holding.
Lenox Wealth Management first reported a position in Annaly Capital Management in Q4 2013 and has held it in 23 quarters since.
Lenox Wealth Management's Annaly Capital Management position peaked at $128K in Q1 2014.
666 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.