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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Planning Alternatives's NLY Position: Q2 2018 in Review

Planning Alternatives sold out of Annaly Capital Management (NLY) in Q2 2018, closing a stake of 4,308 shares — an estimated $180K sold.

Planning Alternatives first reported a position in NLY in Q2 2016 and held it in 8 quarters. The position peaked at $197K in Q4 2017. 576 funds tracked by Wall St. Rank hold NLY as of Q2 2018.

Planning Alternatives reported no remaining Annaly Capital Management position as of Q2 2018 after selling out during the quarter.
Planning Alternatives sold 4,308 Annaly Capital Management shares in Q2 2018, an estimated $180K.
Planning Alternatives first reported a position in Annaly Capital Management in Q2 2016 and held it in 8 quarters.
Planning Alternatives's Annaly Capital Management position peaked at $197K in Q4 2017.
576 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2018.

Based on Planning Alternatives's 13F filing for Q2 2018, filed 26 Jul 2018.