Ropes Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-5	Closed	–	–	593
2020 Q4	$0	Buy	+5	New	+$155	﹤0.01%	885

Other funds holding NLY

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Ropes Wealth Advisors's NLY Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 5 shares.

Ropes Wealth Advisors first reported a position in NLY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 700 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

Ropes Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 5 Annaly Capital Management shares in Q1 2021.
Ropes Wealth Advisors first reported a position in Annaly Capital Management in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Annaly Capital Management position peaked at $0 in Q4 2020.
700 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.