MPS Loria Financial Planners’s Annaly Capital Management NLY Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-214	Closed	-$7K	–	415
2021 Q1	$7K	Hold	214	–	–	﹤0.01%	325
2020 Q4	$7K	Hold	214	–	–	﹤0.01%	335
2020 Q3	$6K	Hold	214	–	–	﹤0.01%	267
2020 Q2	$6K	Buy	+214	New	+$5.29K	﹤0.01%	276
2017 Q3	–	Sell	-384	Closed	-$19K	–	253
2017 Q2	$19K	Buy	+384	New	+$18.1K	0.01%	232

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MPS Loria Financial Planners's NLY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Annaly Capital Management (NLY) in Q2 2021, closing a stake of 214 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in NLY in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q2 2017. 721 funds tracked by Wall St. Rank hold NLY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Annaly Capital Management position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 214 Annaly Capital Management shares in Q2 2021, an estimated $7K.
MPS Loria Financial Planners first reported a position in Annaly Capital Management in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Annaly Capital Management position peaked at $19K in Q2 2017.
721 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.