Retirement Design & Management’s Annaly Capital Management NLY Stock Holding History

Retirement Design & Management’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
2016 Q3	–	Sell	-32,114	Closed	-$1.42M	–	40
2016 Q2	$1.42M	Sell	32,114 -232	-0.7%	-$9.87K	0.89%	26
2016 Q1	$1.33M	Sell	32,346 -866	-3%	-$34K	0.95%	27
2015 Q4	$1.25M	Sell	33,212 -921	-3%	-$35.9K	0.7%	35
2015 Q3	$1.35M	Buy	34,133 +299	+0.9%	+$12K	1.39%	22
2015 Q2	$1.24M	Buy	33,834 +328	+1%	+$13.3K	1.07%	28
2015 Q1	$1.4M	Sell	33,506 -362	-1%	-$15.4K	1.21%	25
2014 Q4	$1.46M	Buy	+33,868	New	+$1.53M	1.11%	27

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Retirement Design & Management's NLY Position: Q3 2016 in Review

Retirement Design & Management sold out of Annaly Capital Management (NLY) in Q3 2016, closing a stake of 32,114 shares — an estimated $1.42M sold.

Retirement Design & Management first reported a position in NLY in Q4 2014 and held it in 7 quarters. The position peaked at $1.46M in Q4 2014. 519 funds tracked by Wall St. Rank hold NLY as of Q3 2016.

Retirement Design & Management reported no remaining Annaly Capital Management position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 32,114 Annaly Capital Management shares in Q3 2016, an estimated $1.42M.
Retirement Design & Management first reported a position in Annaly Capital Management in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's Annaly Capital Management position peaked at $1.46M in Q4 2014.
519 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.