SIAG
NLY icon

Safeguard Investment Advisory Group’s Annaly Capital Management NLY Stock Holding History

Safeguard Investment Advisory Group’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
-78
Closed -$2K – 483
2020
Q4 		$2K Buy
+78
New +$2.41K ﹤0.01% 632

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
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

Safeguard Investment Advisory Group's NLY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 78 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in NLY in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 701 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 78 Annaly Capital Management shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Annaly Capital Management in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Annaly Capital Management position peaked at $2K in Q4 2020.
  • 701 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.