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Vontobel Swiss Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Vontobel Swiss Wealth Advisors’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
2020
Q2 		– Sell
-50,000
Closed -$1.01M – 84
2020
Q1 		$1.01M Hold
50,000
– – 0.77% 37
2019
Q4 		$1.88M Buy
+50,000
New +$1.82M 1.23% 29

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's NLY Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Annaly Capital Management (NLY) in Q2 2020, closing a stake of 50,000 shares — an estimated $1.01M sold.

Vontobel Swiss Wealth Advisors first reported a position in NLY in Q4 2019 and held it in 2 quarters. The position peaked at $1.88M in Q4 2019. 665 funds tracked by Wall St. Rank hold NLY as of Q2 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Annaly Capital Management position as of Q2 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 50,000 Annaly Capital Management shares in Q2 2020, an estimated $1.01M.
  • Vontobel Swiss Wealth Advisors first reported a position in Annaly Capital Management in Q4 2019 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's Annaly Capital Management position peaked at $1.88M in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.