LWS
NLY icon

Lucia Wealth Services’s Annaly Capital Management NLY Stock Holding History

Lucia Wealth Services’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
-50
Closed -$2K – 203
2019
Q4 		$2K Buy
+50
New +$1.82K ﹤0.01% 184

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Lucia Wealth Services's NLY Position: Q1 2020 in Review

Lucia Wealth Services sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Lucia Wealth Services first reported a position in NLY in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

  • Lucia Wealth Services reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 50 Annaly Capital Management shares in Q1 2020, an estimated $2K.
  • Lucia Wealth Services first reported a position in Annaly Capital Management in Q4 2019 and held it in 1 quarter.
  • Lucia Wealth Services's Annaly Capital Management position peaked at $2K in Q4 2019.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.