PWM
NLY icon

Peterson Wealth Management’s Annaly Capital Management NLY Stock Holding History

Peterson Wealth 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
2020
Q2 		– Sell
-2,688
Closed -$55K – 48
2020
Q1 		$55K Buy
2,688
+67
+3% +$2.36K 0.07% 45
2019
Q4 		$101K Buy
+2,621
New +$95.5K 0.09% 44

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Peterson Wealth Management's NLY Position: Q2 2020 in Review

Peterson Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2020, closing a stake of 2,688 shares — an estimated $55K sold.

Peterson Wealth Management first reported a position in NLY in Q4 2019 and held it in 2 quarters. The position peaked at $101K in Q4 2019. 665 funds tracked by Wall St. Rank hold NLY as of Q2 2020.

  • Peterson Wealth Management reported no remaining Annaly Capital Management position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 2,688 Annaly Capital Management shares in Q2 2020, an estimated $55K.
  • Peterson Wealth Management first reported a position in Annaly Capital Management in Q4 2019 and held it in 2 quarters.
  • Peterson Wealth Management's Annaly Capital Management position peaked at $101K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.