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New Vernon Investment Management’s Annaly Capital Management NLY Stock Holding History

New Vernon Investment Management’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
Q2 		– Sell
-33,830
Closed -$1.5M – 52
2017
Q1 		$1.5M Hold
33,830
– – 1.96% 20
2016
Q4 		$1.35M Sell
33,830
-12,500
-27% -$508K 1.88% 17
2016
Q3 		$1.95M Sell
46,330
-40,750
-47% -$1.77M 2.05% 21
2016
Q2 		$3.86M Sell
87,080
-12,920
-13% -$550K 3.37% 8
2016
Q1 		$4.1M Buy
+100,000
New +$3.92M 3.51% 7

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Vernon Investment Management's NLY Position: Q2 2017 in Review

New Vernon Investment Management sold out of Annaly Capital Management (NLY) in Q2 2017, closing a stake of 33,830 shares — an estimated $1.5M sold.

New Vernon Investment Management first reported a position in NLY in Q1 2016 and held it in 5 quarters. The position peaked at $4.1M in Q1 2016. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

  • New Vernon Investment Management reported no remaining Annaly Capital Management position as of Q2 2017 after selling out during the quarter.
  • New Vernon Investment Management sold 33,830 Annaly Capital Management shares in Q2 2017, an estimated $1.5M.
  • New Vernon Investment Management first reported a position in Annaly Capital Management in Q1 2016 and held it in 5 quarters.
  • New Vernon Investment Management's Annaly Capital Management position peaked at $4.1M in Q1 2016.
  • 522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on New Vernon Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.