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Wealthfront’s Annaly Capital Management NLY Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-116
Closed -$5K – 783
2015
Q3 		$5K Buy
116
+103
+792% +$4.12K ﹤0.01% 1107
2015
Q2 		$0 Buy
+13
New +$525 ﹤0.01% 1358
2015
Q1 		– Sell
-265
Closed -$11K – 1239
2014
Q4 		$11K Buy
+265
New +$12K ﹤0.01% 568

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthfront's NLY Position: Q4 2015 in Review

Wealthfront sold out of Annaly Capital Management (NLY) in Q4 2015, closing a stake of 116 shares — an estimated $5K sold.

Wealthfront first reported a position in NLY in Q4 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 482 funds tracked by Wall St. Rank hold NLY as of Q4 2015.

  • Wealthfront reported no remaining Annaly Capital Management position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 116 Annaly Capital Management shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in Annaly Capital Management in Q4 2014 and held it in 3 quarters.
  • Wealthfront's Annaly Capital Management position peaked at $11K in Q4 2014.
  • 482 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.