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Moody Lynn & Lieberson’s Annaly Capital Management NLY Stock Holding History

Moody Lynn & Lieberson’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
2015
Q3 		– Sell
-4,563
Closed -$168K – 186
2015
Q2 		$168K Sell
4,563
-250
-5% -$10.1K 0.03% 184
2015
Q1 		$200K Sell
4,813
-24,235
-83% -$1.03M 0.03% 179
2014
Q4 		$1.26M Buy
+29,048
New +$1.31M 0.18% 93

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Moody Lynn & Lieberson's NLY Position: Q3 2015 in Review

Moody Lynn & Lieberson sold out of Annaly Capital Management (NLY) in Q3 2015, closing a stake of 4,563 shares — an estimated $168K sold.

Moody Lynn & Lieberson first reported a position in NLY in Q4 2014 and held it in 3 quarters. The position peaked at $1.26M in Q4 2014. 488 funds tracked by Wall St. Rank hold NLY as of Q3 2015.

  • Moody Lynn & Lieberson reported no remaining Annaly Capital Management position as of Q3 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,563 Annaly Capital Management shares in Q3 2015, an estimated $168K.
  • Moody Lynn & Lieberson first reported a position in Annaly Capital Management in Q4 2014 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Annaly Capital Management position peaked at $1.26M in Q4 2014.
  • 488 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2015, filed 28 Oct 2015.