Security National Trust’s Annaly Capital Management NLY Stock Holding History

Security National Trust’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
2020 Q1	–	Sell	-100	Closed	-$4K	–	476
2019 Q4	$4K	Buy	+100	New	+$3.65K	﹤0.01%	416
2013 Q4	–	Sell	-500	Closed	-$23K	–	543
2013 Q3	$23K	Sell	500 -50	-9%	-$2.35K	0.01%	322
2013 Q2	$28K	Buy	+550	New	+$32.1K	0.01%	295

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Security National Trust's NLY Position: Q1 2020 in Review

Security National Trust sold out of Annaly Capital Management (NLY) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Security National Trust first reported a position in NLY in Q2 2013 and held it in 3 quarters. The position peaked at $28K in Q2 2013. 677 funds tracked by Wall St. Rank hold NLY as of Q1 2020.

Security National Trust reported no remaining Annaly Capital Management position as of Q1 2020 after selling out during the quarter.
Security National Trust sold 100 Annaly Capital Management shares in Q1 2020, an estimated $4K.
Security National Trust first reported a position in Annaly Capital Management in Q2 2013 and held it in 3 quarters.
Security National Trust's Annaly Capital Management position peaked at $28K in Q2 2013.
677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2020.

Based on Security National Trust's 13F filing for Q1 2020, filed 11 May 2020.