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Summit Asset Management’s Annaly Capital Management NLY Stock Holding History

Summit Asset 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
2014
Q1 		– Sell
-2,800
Closed -$112K – 89
2013
Q4 		$112K Buy
+2,800
New +$122K 0.09% 87

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACMM
American Capital Mortgage Management Bethesda, Maryland $33.9M AUM 13.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Summit Asset Management's NLY Position: Q1 2014 in Review

Summit Asset Management sold out of Annaly Capital Management (NLY) in Q1 2014, closing a stake of 2,800 shares — an estimated $112K sold.

Summit Asset Management first reported a position in NLY in Q4 2013 and held it in 1 quarter. The position peaked at $112K in Q4 2013. 508 funds tracked by Wall St. Rank hold NLY as of Q1 2014.

  • Summit Asset Management reported no remaining Annaly Capital Management position as of Q1 2014 after selling out during the quarter.
  • Summit Asset Management sold 2,800 Annaly Capital Management shares in Q1 2014, an estimated $112K.
  • Summit Asset Management first reported a position in Annaly Capital Management in Q4 2013 and held it in 1 quarter.
  • Summit Asset Management's Annaly Capital Management position peaked at $112K in Q4 2013.
  • 508 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2014.

Based on Summit Asset Management's 13F filing for Q1 2014, filed 6 May 2014.