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Reilly Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Reilly Financial 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
2021
Q4 		$14K Buy
462
+86
+23% +$2.89K ﹤0.01% 640
2021
Q3 		$13K Buy
376
+3
+0.8% +$103 ﹤0.01% 615
2021
Q2 		$13K Sell
373
-631
-63% -$22.9K ﹤0.01% 648
2021
Q1 		$35K Buy
1,004
+714
+246% +$24.2K ﹤0.01% 428
2020
Q4 		$10K Buy
290
+40
+16% +$1.24K ﹤0.01% 624
2020
Q3 		$7K Hold
250
– – ﹤0.01% 626
2020
Q2 		$7K Hold
250
– – ﹤0.01% 656
2020
Q1 		$5K Hold
250
– – ﹤0.01% 686
2019
Q4 		$9K Hold
250
– – ﹤0.01% 652
2019
Q3 		$9K Hold
250
– – ﹤0.01% 652
2019
Q2 		$9K Hold
250
– – ﹤0.01% 697
2019
Q1 		$10K Hold
250
– – ﹤0.01% 687
2018
Q4 		$10K Buy
+250
New +$10K ﹤0.01% 650
2018
Q2 		– Sell
-250
Closed -$10K – 1015
2018
Q1 		$10K Hold
250
– – ﹤0.01% 651
2017
Q4 		$12K Sell
250
-1,702
-87% -$80.8K ﹤0.01% 621
2017
Q3 		$95K Buy
1,952
+133
+7% +$6.51K 0.01% 220
2017
Q2 		$88K Buy
1,819
+250
+16% +$11.8K 0.01% 230
2017
Q1 		$70K Hold
1,569
– – 0.01% 246
2016
Q4 		$63K Sell
1,569
-62
-4% -$2.52K 0.01% 249
2016
Q3 		$69K Buy
1,631
+687
+73% +$29.8K 0.01% 234
2016
Q2 		$42K Buy
+944
New +$40.2K 0.01% 273
2015
Q4 		– Sell
-325
Closed -$13K – 1324
2015
Q3 		$13K Sell
325
-58
-15% -$2.32K ﹤0.01% 711
2015
Q2 		$14K Buy
+383
New +$15.5K ﹤0.01% 771
2014
Q1 		– Sell
-202
Closed -$8K – 838
2013
Q4 		$8K Sell
202
-619
-75% -$26.9K ﹤0.01% 576
2013
Q3 		$39K Sell
821
-244
-23% -$11.5K 0.01% 252
2013
Q2 		$52K Buy
+1,065
New +$62.2K 0.02% 212

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Reilly Financial Advisors's NLY Position: Q4 2021 in Review

Reilly Financial Advisors increased its Annaly Capital Management (NLY) stake by 23% in Q4 2021, buying an estimated $2.89K and bringing the position to 462 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Reilly Financial Advisors first reported a position in NLY in Q2 2013 and has held it in 26 quarters since. The position peaked at $95K in Q3 2017. 764 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • Reilly Financial Advisors held 462 shares of Annaly Capital Management worth $14K as of Q4 2021.
  • Reilly Financial Advisors bought 86 Annaly Capital Management shares in Q4 2021, an estimated $2.89K.
  • Annaly Capital Management made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #640 holding.
  • Reilly Financial Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 26 quarters since.
  • Reilly Financial Advisors's Annaly Capital Management position peaked at $95K in Q3 2017.
  • 764 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.