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Polaris Wealth Advisory Group’s Annaly Capital Management NLY Stock Holding History

Polaris Wealth Advisory 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
Q1 		– Sell
-16,999
Closed -$668K – 165
2018
Q4 		$668K Buy
16,999
+8,270
+95% +$331K 0.06% 95
2018
Q3 		$357K Buy
+8,729
New +$366K 0.02% 119

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polaris Wealth Advisory Group's NLY Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Annaly Capital Management (NLY) in Q1 2019, closing a stake of 16,999 shares — an estimated $668K sold.

Polaris Wealth Advisory Group first reported a position in NLY in Q3 2018 and held it in 2 quarters. The position peaked at $668K in Q4 2018. 652 funds tracked by Wall St. Rank hold NLY as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining Annaly Capital Management position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 16,999 Annaly Capital Management shares in Q1 2019, an estimated $668K.
  • Polaris Wealth Advisory Group first reported a position in Annaly Capital Management in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Annaly Capital Management position peaked at $668K in Q4 2018.
  • 652 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.