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Powell Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Powell Investment Advisors’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
Q3 		– Sell
-5,985
Closed -$162K – 120
2020
Q2 		$162K Buy
5,985
+231
+4% +$5.71K 0.16% 92
2020
Q1 		$122K Buy
5,754
+142
+3% +$5K 0.15% 94
2019
Q4 		$217K Buy
+5,612
New +$205K 0.23% 93

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Powell Investment Advisors's NLY Position: Q3 2020 in Review

Powell Investment Advisors sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 5,985 shares — an estimated $162K sold.

Powell Investment Advisors first reported a position in NLY in Q4 2019 and held it in 3 quarters. The position peaked at $217K in Q4 2019. 657 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

  • Powell Investment Advisors reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 5,985 Annaly Capital Management shares in Q3 2020, an estimated $162K.
  • Powell Investment Advisors first reported a position in Annaly Capital Management in Q4 2019 and held it in 3 quarters.
  • Powell Investment Advisors's Annaly Capital Management position peaked at $217K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Powell Investment Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.