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Transform Wealth’s Annaly Capital Management NLY Stock Holding History

Transform Wealth’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
2019
Q2 		– Sell
-2,675
Closed -$107K – 238
2019
Q1 		$107K Sell
2,675
-4,275
-62% -$174K 0.02% 160
2018
Q4 		$273K Sell
6,950
-625
-8% -$25K 0.06% 150
2018
Q3 		$310K Sell
7,575
-3,067
-29% -$128K 0.05% 157
2018
Q2 		$438K Sell
10,642
-292
-3% -$12.2K 0.08% 162
2018
Q1 		$456K Sell
10,934
-41
-0.4% -$1.75K 0.09% 176
2017
Q4 		$522K Sell
10,975
-625
-5% -$29.7K 0.1% 185
2017
Q3 		$566K Buy
+11,600
New +$568K 0.2% 140
2017
Q2 		– Sell
-15,117
Closed -$672K – 120
2017
Q1 		$672K Sell
15,117
-283
-2% -$12K 0.25% 139
2016
Q4 		$614K Buy
15,400
+2,800
+22% +$114K 0.24% 134
2016
Q3 		$529K Sell
12,600
-2,425
-16% -$105K 0.23% 130
2016
Q2 		$665K Buy
+15,025
New +$639K 0.28% 120

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's NLY Position: Q2 2019 in Review

Transform Wealth sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 2,675 shares — an estimated $107K sold.

Transform Wealth first reported a position in NLY in Q2 2016 and held it in 11 quarters. The position peaked at $672K in Q1 2017. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

  • Transform Wealth reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
  • Transform Wealth sold 2,675 Annaly Capital Management shares in Q2 2019, an estimated $107K.
  • Transform Wealth first reported a position in Annaly Capital Management in Q2 2016 and held it in 11 quarters.
  • Transform Wealth's Annaly Capital Management position peaked at $672K in Q1 2017.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Transform Wealth's 13F filing for Q2 2019, filed 30 Jul 2019.