Omnia Family Wealth’s Annaly Capital Management NLY Stock Holding History

Omnia Family Wealth’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
2019 Q4	–	Sell	-7,524	Closed	-$272K	–	98
2019 Q3	$272K	Buy	+7,524	New	+$271K	0.2%	65
2019 Q1	–	Sell	-46	Closed	-$2K	–	596
2018 Q4	$2K	Buy	+46	New	+$1.84K	﹤0.01%	428
2018 Q2	–	Sell	-29	Closed	-$1K	–	597
2018 Q1	$1K	Sell	29 -29	-50%	-$1.24K	﹤0.01%	558
2017 Q4	$3K	Buy	58 +29	+100%	+$1.38K	﹤0.01%	381
2017 Q3	$1K	Hold	29	–	–	﹤0.01%	582
2017 Q2	$1K	Buy	+29	New	+$1.37K	﹤0.01%	671

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Omnia Family Wealth's NLY Position: Q4 2019 in Review

Omnia Family Wealth sold out of Annaly Capital Management (NLY) in Q4 2019, closing a stake of 7,524 shares — an estimated $272K sold.

Omnia Family Wealth first reported a position in NLY in Q2 2017 and held it in 6 quarters. The position peaked at $272K in Q3 2019. 671 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

Omnia Family Wealth reported no remaining Annaly Capital Management position as of Q4 2019 after selling out during the quarter.
Omnia Family Wealth sold 7,524 Annaly Capital Management shares in Q4 2019, an estimated $272K.
Omnia Family Wealth first reported a position in Annaly Capital Management in Q2 2017 and held it in 6 quarters.
Omnia Family Wealth's Annaly Capital Management position peaked at $272K in Q3 2019.
671 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Omnia Family Wealth's 13F filing for Q4 2019, filed 5 Feb 2020.