LifePlan Financial Group’s Annaly Capital Management NLY Stock Holding History

LifePlan Financial Group’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 Q3	$15K	Buy	524 +7	+1%	+$203	0.01%	370
2020 Q2	$14K	Buy	517 +267	+107%	+$6.59K	0.01%	382
2020 Q1	$5K	Hold	250	–	–	﹤0.01%	455
2019 Q4	$9K	Sell	250 -250	-50%	-$9.11K	﹤0.01%	426
2019 Q3	$18K	Hold	500	–	–	0.01%	357
2019 Q2	$18K	Hold	500	–	–	0.01%	352
2019 Q1	$20K	Hold	500	–	–	0.01%	348
2018 Q4	$20K	Hold	500	–	–	0.01%	329
2018 Q3	$20K	Hold	500	–	–	0.01%	335
2018 Q2	$21K	Hold	500	–	–	0.01%	331
2018 Q1	$21K	Buy	+500	New	+$21.3K	0.01%	311
2014 Q2	–	Sell	-542	Closed	-$24K	–	158
2014 Q1	$24K	Buy	+542	New	+$23.4K	0.02%	140

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LifePlan Financial Group's NLY Position: Q3 2020 in Review

LifePlan Financial Group increased its Annaly Capital Management (NLY) stake by 1.4% in Q3 2020, buying an estimated $203 and bringing the position to 524 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #370.

LifePlan Financial Group first reported a position in NLY in Q1 2014 and has held it in 12 quarters since. The position peaked at $24K in Q1 2014. 657 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

LifePlan Financial Group held 524 shares of Annaly Capital Management worth $15K as of Q3 2020.
LifePlan Financial Group bought 7 Annaly Capital Management shares in Q3 2020, an estimated $203.
Annaly Capital Management made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #370 holding.
LifePlan Financial Group first reported a position in Annaly Capital Management in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's Annaly Capital Management position peaked at $24K in Q1 2014.
657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.