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Northstar Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Northstar Wealth Partners’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
Q3 		– Sell
-2,718
Closed -$132K – 136
2017
Q2 		$132K Hold
2,718
– – 0.12% 132
2017
Q1 		$123K Buy
+2,718
New +$116K 0.11% 130

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Northstar Wealth Partners's NLY Position: Q3 2017 in Review

Northstar Wealth Partners sold out of Annaly Capital Management (NLY) in Q3 2017, closing a stake of 2,718 shares — an estimated $132K sold.

Northstar Wealth Partners first reported a position in NLY in Q1 2017 and held it in 2 quarters. The position peaked at $132K in Q2 2017. 529 funds tracked by Wall St. Rank hold NLY as of Q3 2017.

  • Northstar Wealth Partners reported no remaining Annaly Capital Management position as of Q3 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,718 Annaly Capital Management shares in Q3 2017, an estimated $132K.
  • Northstar Wealth Partners first reported a position in Annaly Capital Management in Q1 2017 and held it in 2 quarters.
  • Northstar Wealth Partners's Annaly Capital Management position peaked at $132K in Q2 2017.
  • 529 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.