OCM
NLY icon

Osterweis Capital Management’s Annaly Capital Management NLY Stock Holding History

Osterweis Capital Management’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
2013
Q3 		– Sell
-1,898
Closed -$95K – 105
2013
Q2 		$95K Buy
+1,898
New +$111K ﹤0.01% 91

Other funds holding NLY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Osterweis Capital Management's NLY Position: Q3 2013 in Review

Osterweis Capital Management sold out of Annaly Capital Management (NLY) in Q3 2013, closing a stake of 1,898 shares — an estimated $95K sold.

Osterweis Capital Management first reported a position in NLY in Q2 2013 and held it in 1 quarter. The position peaked at $95K in Q2 2013. 506 funds tracked by Wall St. Rank hold NLY as of Q3 2013.

  • Osterweis Capital Management reported no remaining Annaly Capital Management position as of Q3 2013 after selling out during the quarter.
  • Osterweis Capital Management sold 1,898 Annaly Capital Management shares in Q3 2013, an estimated $95K.
  • Osterweis Capital Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 1 quarter.
  • Osterweis Capital Management's Annaly Capital Management position peaked at $95K in Q2 2013.
  • 506 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2013.

Based on Osterweis Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.