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Sterne Agee Group’s Annaly Capital Management NLY Stock Holding History

Sterne Agee 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
2015
Q1 		$819K Buy
19,598
+617
+3% +$26.2K 0.12% 218
2014
Q4 		$821K Sell
18,981
-217
-1% -$9.81K 0.13% 204
2014
Q3 		$834K Buy
19,198
+1,403
+8% +$64.1K 0.13% 204
2014
Q2 		$814K Buy
17,795
+1,336
+8% +$61.6K 0.14% 206
2014
Q1 		$722K Buy
+16,459
New +$711K 0.14% 200

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 $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $1.89T AUM 35.08% 1-Year Est. Return
T
TOBAM Paris, France $412M AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sterne Agee Group's NLY Position: Q1 2015 in Review

Sterne Agee Group increased its Annaly Capital Management (NLY) stake by 3.3% in Q1 2015, buying an estimated $26.2K and bringing the position to 19,598 shares worth $819K. The position accounts for 0.12% of the portfolio, ranked #218.

Sterne Agee Group first reported a position in NLY in Q1 2014 and has held it in 5 quarters since. The position peaked at $834K in Q3 2014. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

  • Sterne Agee Group held 19,598 shares of Annaly Capital Management worth $819K as of Q1 2015.
  • Sterne Agee Group bought 617 Annaly Capital Management shares in Q1 2015, an estimated $26.2K.
  • Annaly Capital Management made up 0.12% of Sterne Agee Group's portfolio in Q1 2015, its #218 holding.
  • Sterne Agee Group first reported a position in Annaly Capital Management in Q1 2014 and has held it in 5 quarters since.
  • Sterne Agee Group's Annaly Capital Management position peaked at $834K in Q3 2014.
  • 483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.