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Mountain Capital Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-204
Closed -$10K – 290
2017
Q3 		$10K Buy
204
+1
+0.5% +$49 0.01% 271
2017
Q2 		$10K Buy
+203
New +$9.58K 0.01% 297

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Mountain Capital Investment Advisors's NLY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Annaly Capital Management (NLY) in Q4 2017, closing a stake of 204 shares — an estimated $10K sold.

Mountain Capital Investment Advisors first reported a position in NLY in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 580 funds tracked by Wall St. Rank hold NLY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Annaly Capital Management position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 204 Annaly Capital Management shares in Q4 2017, an estimated $10K.
  • Mountain Capital Investment Advisors first reported a position in Annaly Capital Management in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Annaly Capital Management position peaked at $10K in Q3 2017.
  • 580 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.