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Spirit of America Management Corp’s Annaly Capital Management NLY Stock Holding History

Spirit of America Management Corp’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
2015
Q1 		– Sell
-2,500
Closed -$108K – 338
2014
Q4 		$108K Sell
2,500
-7,250
-74% -$328K 0.03% 308
2014
Q3 		$417K Sell
9,750
-6,250
-39% -$286K 0.13% 203
2014
Q2 		$732K Sell
16,000
-37,500
-70% -$1.73M 0.29% 115
2014
Q1 		$2.35M Buy
+53,500
New +$2.31M 0.97% 21

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spirit of America Management Corp's NLY Position: Q1 2015 in Review

Spirit of America Management Corp sold out of Annaly Capital Management (NLY) in Q1 2015, closing a stake of 2,500 shares — an estimated $108K sold.

Spirit of America Management Corp first reported a position in NLY in Q1 2014 and held it in 4 quarters. The position peaked at $2.35M in Q1 2014. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

  • Spirit of America Management Corp reported no remaining Annaly Capital Management position as of Q1 2015 after selling out during the quarter.
  • Spirit of America Management Corp sold 2,500 Annaly Capital Management shares in Q1 2015, an estimated $108K.
  • Spirit of America Management Corp first reported a position in Annaly Capital Management in Q1 2014 and held it in 4 quarters.
  • Spirit of America Management Corp's Annaly Capital Management position peaked at $2.35M in Q1 2014.
  • 483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on Spirit of America Management Corp's 13F filing for Q1 2015, filed 20 Apr 2015.