Rockefeller Financial Services’s Annaly Capital Management NLY Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$297K	Hold	6,250	–	–	﹤0.01%	314
2017 Q3	$305K	Buy	+6,250	New	+$306K	0.01%	303
2017 Q1	–	Sell	-9,919	Closed	-$396K	–	488
2016 Q4	$396K	Sell	9,919 -1,798,111	-99%	-$73.1M	0.01%	270
2016 Q3	$75.9M	Sell	1,808,030 -100,581	-5%	-$4.36M	1.59%	23
2016 Q2	$84.5M	Buy	1,908,611 +322,044	+20%	+$13.7M	1.69%	24
2016 Q1	$65.1M	Buy	1,586,567 +4,706	+0.3%	+$185K	1.26%	33
2015 Q4	$59.4M	Buy	1,581,861 +329,760	+26%	+$12.9M	1.15%	34
2015 Q3	$49.4M	Buy	+1,252,101	New	+$50.1M	1.01%	37
2013 Q3	–	Sell	-6,388	Closed	-$321K	–	518
2013 Q2	$321K	Buy	+6,388	New	+$373K	0.01%	289

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rockefeller Financial Services's NLY Position: Q4 2017 in Review

Rockefeller Financial Services held its Annaly Capital Management (NLY) position steady in Q4 2017 at 6,250 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Rockefeller Financial Services first reported a position in NLY in Q2 2013 and has held it in 9 quarters since. The position peaked at $84.5M in Q2 2016. 580 funds tracked by Wall St. Rank hold NLY as of Q4 2017.

Rockefeller Financial Services held 6,250 shares of Annaly Capital Management worth $297K as of Q4 2017.
Rockefeller Financial Services left its Annaly Capital Management share count unchanged in Q4 2017.
Annaly Capital Management made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #314 holding.
Rockefeller Financial Services first reported a position in Annaly Capital Management in Q2 2013 and has held it in 9 quarters since.
Rockefeller Financial Services's Annaly Capital Management position peaked at $84.5M in Q2 2016.
580 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.