Oakbrook Investments’s Annaly Capital Management NLY Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-7,350	Closed	-$277K	–	367
2019 Q4	$277K	Buy	7,350 +50	+0.7%	+$1.82K	0.06%	480
2019 Q3	$257K	Buy	7,300 +50	+0.7%	+$1.8K	0.02%	524
2019 Q2	$265K	Buy	7,250 +325	+5%	+$12.4K	0.02%	515
2019 Q1	$277K	Buy	6,925 +475	+7%	+$19.4K	0.02%	514
2018 Q4	$253K	Sell	6,450 -1,345	-17%	-$53.8K	0.02%	502
2018 Q3	$319K	Buy	+7,795	New	+$327K	0.02%	533
2017 Q1	–	Sell	-2,617	Closed	-$104K	–	560
2016 Q4	$104K	Buy	+2,617	New	+$106K	0.01%	548
2014 Q3	–	Sell	-4,204	Closed	-$192K	–	578
2014 Q2	$192K	Sell	4,204 -75	-2%	-$3.46K	0.01%	583
2014 Q1	$188K	Sell	4,279 -1,007	-19%	-$43.5K	0.01%	573
2013 Q4	$211K	Sell	5,286 -875	-14%	-$38K	0.01%	567
2013 Q3	$285K	Sell	6,161 -3,250	-35%	-$153K	0.01%	503
2013 Q2	$473K	Buy	+9,411	New	+$550K	0.01%	443

Other funds holding NLY

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Oakbrook Investments's NLY Position: Q1 2020 in Review

Oakbrook Investments sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 7,350 shares — an estimated $277K sold.

Oakbrook Investments first reported a position in NLY in Q2 2013 and held it in 12 quarters. The position peaked at $473K in Q2 2013. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Oakbrook Investments reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 7,350 Annaly Capital Management shares in Q1 2020, an estimated $277K.
Oakbrook Investments first reported a position in Annaly Capital Management in Q2 2013 and held it in 12 quarters.
Oakbrook Investments's Annaly Capital Management position peaked at $473K in Q2 2013.
677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.