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Planning Alternatives’s Annaly Capital Management NLY Stock Holding History

Planning Alternatives’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
2018
Q2 		– Sell
-4,308
Closed -$180K – 51
2018
Q1 		$180K Buy
4,308
+162
+4% +$6.9K 0.03% 35
2017
Q4 		$197K Buy
4,146
+125
+3% +$5.93K 0.04% 49
2017
Q3 		$196K Buy
4,021
+25
+0.6% +$1.22K 0.04% 49
2017
Q2 		$193K Buy
3,996
+261
+7% +$12.3K 0.04% 48
2017
Q1 		$166K Hold
3,735
– – 0.03% 52
2016
Q4 		$149K Buy
3,735
+90
+2% +$3.66K 0.03% 50
2016
Q3 		$153K Buy
3,645
+400
+12% +$17.3K 0.03% 48
2016
Q2 		$144K Buy
+3,245
New +$138K 0.03% 50

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return