SimplyRich’s Annaly Capital Management NLY Stock Holding History

SimplyRich’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
2019 Q3	–	Sell	-4,487	Closed	-$164K	–	152
2019 Q2	$164K	Sell	4,487 -11,153	-71%	-$425K	0.09%	152
2019 Q1	$625K	Hold	15,640	–	–	0.51%	54
2018 Q4	$617K	Hold	15,640	–	–	0.57%	56
2018 Q3	$640K	Hold	15,640	–	–	0.35%	91
2018 Q2	$644K	Buy	15,640 +276	+2%	+$11.5K	0.37%	90
2018 Q1	$641K	Buy	+15,364	New	+$655K	0.36%	92

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SimplyRich's NLY Position: Q3 2019 in Review

SimplyRich sold out of Annaly Capital Management (NLY) in Q3 2019, closing a stake of 4,487 shares — an estimated $164K sold.

SimplyRich first reported a position in NLY in Q1 2018 and held it in 6 quarters. The position peaked at $644K in Q2 2018. 621 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

SimplyRich reported no remaining Annaly Capital Management position as of Q3 2019 after selling out during the quarter.
SimplyRich sold 4,487 Annaly Capital Management shares in Q3 2019, an estimated $164K.
SimplyRich first reported a position in Annaly Capital Management in Q1 2018 and held it in 6 quarters.
SimplyRich's Annaly Capital Management position peaked at $644K in Q2 2018.
621 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on SimplyRich's 13F filing for Q3 2019, filed 1 Nov 2019.