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Sterneck Capital Management’s Annaly Capital Management NLY Stock Holding History

Sterneck Capital Management’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
2017
Q1 		– Sell
-66,625
Closed -$2.66M – 129
2016
Q4 		$2.66M Buy
66,625
+63,950
+2,391% +$2.6M 1.71% 17
2016
Q3 		$112K Buy
+2,675
New +$116K 0.07% 116
2016
Q2 		– Sell
-2,513
Closed -$103K – 136
2016
Q1 		$103K Sell
2,513
-13,887
-85% -$545K 0.07% 114
2015
Q4 		$615K Sell
16,400
-25,465
-61% -$993K 0.39% 66
2015
Q3 		$1.65M Sell
41,865
-1,468
-3% -$58.7K 1.09% 34
2015
Q2 		$1.59M Sell
43,333
-217
-0.5% -$8.77K 0.88% 40
2015
Q1 		$1.81M Buy
43,550
+34,425
+377% +$1.46M 0.98% 36
2014
Q4 		$395K Sell
9,125
-1,875
-17% -$84.8K 0.23% 83
2014
Q3 		$470K Sell
11,000
-125
-1% -$5.71K 0.28% 75
2014
Q2 		$509K Sell
11,125
-375
-3% -$17.3K 0.3% 76
2014
Q1 		$505K Buy
11,500
+1,441
+14% +$62.3K 0.27% 80
2013
Q4 		$401K Buy
+10,059
New +$437K 0.24% 89

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sterneck Capital Management's NLY Position: Q1 2017 in Review

Sterneck Capital Management sold out of Annaly Capital Management (NLY) in Q1 2017, closing a stake of 66,625 shares — an estimated $2.66M sold.

Sterneck Capital Management first reported a position in NLY in Q4 2013 and held it in 12 quarters. The position peaked at $2.66M in Q4 2016. 543 funds tracked by Wall St. Rank hold NLY as of Q1 2017.

  • Sterneck Capital Management reported no remaining Annaly Capital Management position as of Q1 2017 after selling out during the quarter.
  • Sterneck Capital Management sold 66,625 Annaly Capital Management shares in Q1 2017, an estimated $2.66M.
  • Sterneck Capital Management first reported a position in Annaly Capital Management in Q4 2013 and held it in 12 quarters.
  • Sterneck Capital Management's Annaly Capital Management position peaked at $2.66M in Q4 2016.
  • 543 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2017.

Based on Sterneck Capital Management's 13F filing for Q1 2017, filed 15 May 2017.