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Taylor Wealth Management Partners’s Annaly Capital Management NLY Stock Holding History

Taylor Wealth Management Partners’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
-289
Closed -$12K – 165
2016
Q4 		$12K Hold
289
– – 0.01% 132
2016
Q3 		$12K Buy
+289
New +$12.5K 0.01% 123

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

Taylor Wealth Management Partners's NLY Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Annaly Capital Management (NLY) in Q1 2017, closing a stake of 289 shares — an estimated $12K sold.

Taylor Wealth Management Partners first reported a position in NLY in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 543 funds tracked by Wall St. Rank hold NLY as of Q1 2017.

  • Taylor Wealth Management Partners reported no remaining Annaly Capital Management position as of Q1 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 289 Annaly Capital Management shares in Q1 2017, an estimated $12K.
  • Taylor Wealth Management Partners first reported a position in Annaly Capital Management in Q3 2016 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Annaly Capital Management position peaked at $12K in Q4 2016.
  • 543 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.