Valmark Advisers’s Annaly Capital Management NLY Stock Holding History

Valmark Advisers’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
2021 Q2	–	Sell	-30,710	Closed	-$1.06M	–	397
2021 Q1	$1.06M	Buy	30,710 +2,686	+10%	+$91K	0.02%	179
2020 Q4	$947K	Buy	28,024 +4,097	+17%	+$127K	0.02%	175
2020 Q3	$681K	Buy	23,927 +4,471	+23%	+$129K	0.02%	163
2020 Q2	$511K	Buy	19,456 +15,401	+380%	+$380K	0.01%	162
2020 Q1	$82K	Buy	4,055 +1,494	+58%	+$52.5K	﹤0.01%	230
2019 Q4	$97K	Hold	2,561	–	–	﹤0.01%	237
2019 Q3	$90K	Hold	2,561	–	–	﹤0.01%	237
2019 Q2	$94K	Hold	2,561	–	–	﹤0.01%	227
2019 Q1	$102K	Buy	+2,561	New	+$105K	﹤0.01%	219

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Valmark Advisers's NLY Position: Q2 2021 in Review

Valmark Advisers sold out of Annaly Capital Management (NLY) in Q2 2021, closing a stake of 30,710 shares — an estimated $1.06M sold.

Valmark Advisers first reported a position in NLY in Q1 2019 and held it in 9 quarters. The position peaked at $1.06M in Q1 2021. 719 funds tracked by Wall St. Rank hold NLY as of Q2 2021.

Valmark Advisers reported no remaining Annaly Capital Management position as of Q2 2021 after selling out during the quarter.
Valmark Advisers sold 30,710 Annaly Capital Management shares in Q2 2021, an estimated $1.06M.
Valmark Advisers first reported a position in Annaly Capital Management in Q1 2019 and held it in 9 quarters.
Valmark Advisers's Annaly Capital Management position peaked at $1.06M in Q1 2021.
719 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2021.

Based on Valmark Advisers's 13F filing for Q2 2021, filed 6 Aug 2021.