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Measured Wealth Private Client Group’s Annaly Capital Management NLY Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-250
Closed -$10K – 485
2018
Q3 		$10K Buy
+250
New +$10.5K 0.01% 620

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Measured Wealth Private Client Group's NLY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Annaly Capital Management (NLY) in Q4 2018, closing a stake of 250 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in NLY in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 599 funds tracked by Wall St. Rank hold NLY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Annaly Capital Management position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 250 Annaly Capital Management shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in Annaly Capital Management in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Annaly Capital Management position peaked at $10K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.