Veritable’s Annaly Capital Management NLY Stock Holding History

Veritable’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
2016 Q4	–	Sell	-2,886	Closed	-$121K	–	767
2016 Q3	$121K	Buy	2,886 +238	+9%	+$10.3K	﹤0.01%	718
2016 Q2	$117K	Buy	+2,648	New	+$113K	﹤0.01%	698
2014 Q2	–	Sell	-3,840	Closed	-$168K	–	955
2014 Q1	$168K	Sell	3,840 -7,319	-66%	-$316K	﹤0.01%	874
2013 Q4	$445K	Buy	11,159 +530	+5%	+$23K	0.01%	614
2013 Q3	$492K	Buy	10,629 +5,467	+106%	+$257K	0.01%	587
2013 Q2	$260K	Buy	+5,162	New	+$302K	0.01%	771

Other funds holding NLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 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

Norges Bank Oslo, Norway $935B AUM

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Veritable's NLY Position: Q4 2016 in Review

Veritable sold out of Annaly Capital Management (NLY) in Q4 2016, closing a stake of 2,886 shares — an estimated $121K sold.

Veritable first reported a position in NLY in Q2 2013 and held it in 6 quarters. The position peaked at $492K in Q3 2013. 541 funds tracked by Wall St. Rank hold NLY as of Q4 2016.

Veritable reported no remaining Annaly Capital Management position as of Q4 2016 after selling out during the quarter.
Veritable sold 2,886 Annaly Capital Management shares in Q4 2016, an estimated $121K.
Veritable first reported a position in Annaly Capital Management in Q2 2013 and held it in 6 quarters.
Veritable's Annaly Capital Management position peaked at $492K in Q3 2013.
541 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2016.

Based on Veritable's 13F filing for Q4 2016, filed 14 Feb 2017.