PSG
NLY icon

Planning Solutions Group’s Annaly Capital Management NLY Stock Holding History

Planning Solutions Group’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 		$167K Sell
4,577
-313
-6% -$11.9K 0.09% 138
2019
Q1 		$195K Buy
4,890
+12
+0.2% +$490 0.1% 132
2018
Q4 		$192K Buy
+4,878
New +$195K 0.12% 118

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's NLY Position: Q2 2019 in Review

Planning Solutions Group reduced its Annaly Capital Management (NLY) stake by 6.4% in Q2 2019, selling an estimated $11.9K and leaving 4,577 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #138.

Planning Solutions Group first reported a position in NLY in Q4 2018 and has held it in 3 quarters since. The position peaked at $195K in Q1 2019. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

  • Planning Solutions Group held 4,577 shares of Annaly Capital Management worth $167K as of Q2 2019.
  • Planning Solutions Group sold 313 Annaly Capital Management shares in Q2 2019, an estimated $11.9K.
  • Annaly Capital Management made up 0.09% of Planning Solutions Group's portfolio in Q2 2019, its #138 holding.
  • Planning Solutions Group first reported a position in Annaly Capital Management in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Annaly Capital Management position peaked at $195K in Q1 2019.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.