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Rational Advisors’s Annaly Capital Management NLY Stock Holding History

Rational 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
Q4 		– Sell
-195
Closed -$6K – 478
2020
Q3 		$6K Sell
195
-3,885
-95% -$112K ﹤0.01% 349
2020
Q2 		$107K Sell
4,080
-96,670
-96% -$2.39M 0.06% 163
2020
Q1 		$2.04M Buy
100,750
+98,017
+3,586% +$3.45M 1.49% 12
2019
Q4 		$103K Sell
2,733
-21,919
-89% -$799K 0.05% 285
2019
Q3 		$867K Sell
24,652
-2,722
-10% -$98.1K 0.34% 94
2019
Q2 		$999K Buy
27,374
+139
+0.5% +$5.3K 0.35% 105
2019
Q1 		$1.09M Sell
27,235
-19,227
-41% -$785K 0.29% 98
2018
Q4 		$1.82M Buy
46,462
+45,460
+4,537% +$1.82M 0.57% 51
2018
Q3 		$41K Buy
1,002
+975
+3,611% +$40.8K 0.01% 304
2018
Q2 		$1K Sell
27
-13,973
-100% -$582K ﹤0.01% 481
2018
Q1 		$584K Sell
14,000
-2,500
-15% -$107K 0.28% 121
2017
Q4 		$785K Hold
16,500
– – 0.41% 96
2017
Q3 		$805K Hold
16,500
– – 0.43% 75
2017
Q2 		$795K Buy
+16,500
New +$779K 0.5% 71
2013
Q4 		$324K Hold
8,125
– – 0.03% 408
2013
Q3 		$376K Buy
8,125
+2,500
+44% +$118K 0.03% 422
2013
Q2 		$283K Buy
+5,625
New +$329K 0.02% 460

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

Rational Advisors's NLY Position: Q4 2020 in Review

Rational Advisors sold out of Annaly Capital Management (NLY) in Q4 2020, closing a stake of 195 shares — an estimated $6K sold.

Rational Advisors first reported a position in NLY in Q2 2013 and held it in 17 quarters. The position peaked at $2.04M in Q1 2020. 698 funds tracked by Wall St. Rank hold NLY as of Q4 2020.

  • Rational Advisors reported no remaining Annaly Capital Management position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 195 Annaly Capital Management shares in Q4 2020, an estimated $6K.
  • Rational Advisors first reported a position in Annaly Capital Management in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Annaly Capital Management position peaked at $2.04M in Q1 2020.
  • 698 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.