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

Lowe 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
2020 Q1	–	Sell	-69,076	Closed	-$2.6M	–	331
2019 Q4	$2.6M	Buy	69,076 +3,449	+5%	+$126K	1.45%	15
2019 Q3	$2.31M	Buy	65,627 +1,305	+2%	+$47K	1.38%	15
2019 Q2	$2.35M	Buy	64,322 +4,443	+7%	+$169K	1.41%	14
2019 Q1	$2.39M	Buy	+59,879	New	+$2.44M	1.45%	14

Other funds holding NLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Lowe Wealth Advisors's NLY Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 69,076 shares — an estimated $2.6M sold.

Lowe Wealth Advisors first reported a position in NLY in Q1 2019 and held it in 4 quarters. The position peaked at $2.6M in Q4 2019. 678 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Lowe Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 69,076 Annaly Capital Management shares in Q1 2020, an estimated $2.6M.
Lowe Wealth Advisors first reported a position in Annaly Capital Management in Q1 2019 and held it in 4 quarters.
Lowe Wealth Advisors's Annaly Capital Management position peaked at $2.6M in Q4 2019.
678 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.