Squar Milner Financial Services’s Annaly Capital Management NLY Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-13,065	Closed	-$343K	–	127
2020 Q2	$343K	Sell	13,065 -2,431	-16%	-$60K	0.19%	129
2020 Q1	$314K	Sell	15,496 -753	-5%	-$26.5K	0.19%	114
2019 Q4	$612K	Buy	16,249 +4,278	+36%	+$156K	0.31%	70
2019 Q3	$341K	Sell	11,971 -4,210	-26%	-$152K	0.17%	142
2019 Q2	$591K	Sell	16,181 -1,666	-9%	-$63.5K	0.4%	50
2019 Q1	$713K	Hold	17,847	–	–	0.53%	34
2018 Q4	$701K	Buy	17,847 +250	+1%	+$10K	0.67%	26
2018 Q3	$720K	Sell	17,597 -1,506	-8%	-$63.1K	0.65%	28
2018 Q2	$786K	Buy	19,103 +1,356	+8%	+$56.5K	0.69%	28
2018 Q1	$740K	Hold	17,747	–	–	0.93%	24
2017 Q4	$745K	Buy	+17,747	New	+$842K	0.9%	26

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Squar Milner Financial Services's NLY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 13,065 shares — an estimated $343K sold.

Squar Milner Financial Services first reported a position in NLY in Q4 2017 and held it in 11 quarters. The position peaked at $786K in Q2 2018. 658 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

Squar Milner Financial Services reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13,065 Annaly Capital Management shares in Q3 2020, an estimated $343K.
Squar Milner Financial Services first reported a position in Annaly Capital Management in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Annaly Capital Management position peaked at $786K in Q2 2018.
658 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.