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Systematic Financial Management’s Annaly Capital Management NLY Stock Holding History

Systematic Financial 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
2015
Q1 		– Sell
-503,680
Closed -$21.8M – 705
2014
Q4 		$21.8M Buy
503,680
+62,668
+14% +$2.83M 0.16% 141
2014
Q3 		$18.8M Buy
+441,012
New +$20.2M 0.14% 159

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 18.13% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T
TOBAM Paris, France $384M AUM 10.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Systematic Financial Management's NLY Position: Q1 2015 in Review

Systematic Financial Management sold out of Annaly Capital Management (NLY) in Q1 2015, closing a stake of 503,680 shares — an estimated $21.8M sold.

Systematic Financial Management first reported a position in NLY in Q3 2014 and held it in 2 quarters. The position peaked at $21.8M in Q4 2014. 483 funds tracked by Wall St. Rank hold NLY as of Q1 2015.

  • Systematic Financial Management reported no remaining Annaly Capital Management position as of Q1 2015 after selling out during the quarter.
  • Systematic Financial Management sold 503,680 Annaly Capital Management shares in Q1 2015, an estimated $21.8M.
  • Systematic Financial Management first reported a position in Annaly Capital Management in Q3 2014 and held it in 2 quarters.
  • Systematic Financial Management's Annaly Capital Management position peaked at $21.8M in Q4 2014.
  • 483 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2015.

Based on Systematic Financial Management's 13F filing for Q1 2015, filed 11 May 2015.