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Ronald Blue & Co’s Annaly Capital Management NLY Stock Holding History

Ronald Blue & Co’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
2013
Q4 		– Sell
-2,509
Closed -$116K – 314
2013
Q3 		$116K Buy
2,509
+1,148
+84% +$54K 0.01% 271
2013
Q2 		$68K Buy
+1,361
New +$79.5K 0.01% 174

Other funds holding NLY

Vanguard Group
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
ACMM
American Capital Mortgage Management Bethesda, Maryland $33.9M AUM 13.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ronald Blue & Co's NLY Position: Q4 2013 in Review

Ronald Blue & Co sold out of Annaly Capital Management (NLY) in Q4 2013, closing a stake of 2,509 shares — an estimated $116K sold.

Ronald Blue & Co first reported a position in NLY in Q2 2013 and held it in 2 quarters. The position peaked at $116K in Q3 2013. 521 funds tracked by Wall St. Rank hold NLY as of Q4 2013.

  • Ronald Blue & Co reported no remaining Annaly Capital Management position as of Q4 2013 after selling out during the quarter.
  • Ronald Blue & Co sold 2,509 Annaly Capital Management shares in Q4 2013, an estimated $116K.
  • Ronald Blue & Co first reported a position in Annaly Capital Management in Q2 2013 and held it in 2 quarters.
  • Ronald Blue & Co's Annaly Capital Management position peaked at $116K in Q3 2013.
  • 521 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2013.

Based on Ronald Blue & Co's 13F filing for Q4 2013, filed 27 Jan 2014.