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Next Financial Group’s Annaly Capital Management NLY Stock Holding History

Next Financial 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
2021
Q4 		$217K Sell
6,926
-221
-3% -$7.43K 0.01% 865
2021
Q3 		$241K Sell
7,147
-7,998
-53% -$275K 0.02% 752
2021
Q2 		$546K Buy
15,145
+9,152
+153% +$332K 0.04% 427
2021
Q1 		$206K Buy
5,993
+170
+3% +$5.76K 0.02% 765
2020
Q4 		$197K Buy
5,823
+1,539
+36% +$47.6K 0.02% 714
2020
Q3 		$122K Sell
4,284
-5,178
-55% -$150K 0.01% 778
2020
Q2 		$248K Buy
9,462
+832
+10% +$20.6K 0.03% 465
2020
Q1 		$175K Sell
8,630
-1,811
-17% -$63.7K 0.02% 583
2019
Q4 		$393K Buy
10,441
+851
+9% +$31K 0.04% 425
2019
Q3 		$338K Sell
9,590
-90
-0.9% -$3.24K 0.04% 458
2019
Q2 		$354K Buy
9,680
+8,814
+1,018% +$336K 0.04% 461
2019
Q1 		$35K Sell
866
-8,864
-91% -$362K 0.01% 823
2018
Q4 		$382K Buy
9,730
+5,444
+127% +$218K 0.08% 262
2018
Q3 		$175K Sell
4,286
-45
-1% -$1.89K 0.08% 226
2018
Q2 		$178K Sell
4,331
-7,847
-64% -$327K 0.07% 276
2018
Q1 		$508K Buy
12,178
+819
+7% +$34.9K 0.11% 209
2017
Q4 		$540K Sell
11,359
-2,182
-16% -$104K 0.23% 124
2017
Q3 		$662K Sell
13,541
-12,381
-48% -$606K 0.18% 132
2017
Q2 		$1.25M Buy
25,922
+3,090
+14% +$146K 0.31% 81
2017
Q1 		$1.08M Buy
22,832
+964
+4% +$41K 0.3% 83
2016
Q4 		$872K Buy
21,868
+3,579
+20% +$146K 0.15% 149
2016
Q3 		$768K Buy
18,289
+11,260
+160% +$488K 0.14% 165
2016
Q2 		$311K Buy
7,029
+1,320
+23% +$56.2K 0.1% 212
2016
Q1 		$234K Buy
5,709
+72
+1% +$2.83K 0.08% 248
2015
Q4 		$211K Sell
5,637
-1,706
-23% -$66.5K 0.08% 263
2015
Q3 		$289K Sell
7,343
-586
-7% -$23.4K 0.1% 212
2015
Q2 		$291K Sell
7,929
-519
-6% -$21K 0.1% 213
2015
Q1 		$351K Buy
8,448
+1,816
+27% +$77.2K 0.11% 194
2014
Q4 		$287K Sell
6,632
-14,283
-68% -$646K 0.1% 234
2014
Q3 		$893K Sell
20,915
-7,742
-27% -$354K 0.18% 132
2014
Q2 		$1.31M Buy
+28,657
New +$1.32M 0.68% 30

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Next Financial Group's NLY Position: Q4 2021 in Review

Next Financial Group reduced its Annaly Capital Management (NLY) stake by 3.1% in Q4 2021, selling an estimated $7.43K and leaving 6,926 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #865.

Next Financial Group first reported a position in NLY in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.31M in Q2 2014. 763 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • Next Financial Group held 6,926 shares of Annaly Capital Management worth $217K as of Q4 2021.
  • Next Financial Group sold 221 Annaly Capital Management shares in Q4 2021, an estimated $7.43K.
  • Annaly Capital Management made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #865 holding.
  • Next Financial Group first reported a position in Annaly Capital Management in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Annaly Capital Management position peaked at $1.31M in Q2 2014.
  • 763 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.