TrueWealth LLC’s Annaly Capital Management NLY Stock Holding History

TrueWealth LLC’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
2018 Q2	–	Sell	-52	Closed	-$2K	–	860
2018 Q1	$2K	Buy	+52	New	+$2.22K	﹤0.01%	709

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TrueWealth LLC's NLY Position: Q2 2018 in Review

TrueWealth LLC sold out of Annaly Capital Management (NLY) in Q2 2018, closing a stake of 52 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in NLY in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 576 funds tracked by Wall St. Rank hold NLY as of Q2 2018.

TrueWealth LLC reported no remaining Annaly Capital Management position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 52 Annaly Capital Management shares in Q2 2018, an estimated $2K.
TrueWealth LLC first reported a position in Annaly Capital Management in Q1 2018 and held it in 1 quarter.
TrueWealth LLC's Annaly Capital Management position peaked at $2K in Q1 2018.
576 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.