Osborn Williams & Donohoe’s Annaly Capital Management NLY Stock Holding History

Osborn Williams & Donohoe’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 Q2	–	Sell	-1,250	Closed	-$50K	–	543
2019 Q1	$50K	Buy	+1,250	New	+$51K	0.01%	475
2016 Q2	–	Sell	-3,150	Closed	-$129K	–	230
2016 Q1	$129K	Hold	3,150	–	–	0.03%	213
2015 Q4	$118K	Hold	3,150	–	–	0.02%	212
2015 Q3	$131K	Buy	3,150 +75	+2%	+$3K	0.03%	202
2015 Q2	$118K	Hold	3,075	–	–	0.02%	213
2015 Q1	$128K	Hold	3,075	–	–	0.02%	225
2014 Q4	$133K	Sell	3,075 -200	-6%	-$9.04K	0.03%	222
2014 Q3	$140K	Buy	+3,275	New	+$150K	0.03%	223
2014 Q1	–	Sell	-2,650	Closed	-$106K	–	227
2013 Q4	$106K	Sell	2,650 -7,525	-74%	-$327K	0.02%	224
2013 Q3	$471K	Buy	10,175 +750	+8%	+$35.3K	0.12%	140
2013 Q2	$474K	Buy	+9,425	New	+$551K	0.12%	135

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 $3.38T AUM 44.17% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Osborn Williams & Donohoe's NLY Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 1,250 shares — an estimated $50K sold.

Osborn Williams & Donohoe first reported a position in NLY in Q2 2013 and held it in 11 quarters. The position peaked at $474K in Q2 2013. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 1,250 Annaly Capital Management shares in Q2 2019, an estimated $50K.
Osborn Williams & Donohoe first reported a position in Annaly Capital Management in Q2 2013 and held it in 11 quarters.
Osborn Williams & Donohoe's Annaly Capital Management position peaked at $474K in Q2 2013.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.