WAM
NLY icon

Wealthspire Advisors (Maryland)’s Annaly Capital Management NLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,975
Closed -$119K – 1460
2019
Q1 		$119K Sell
2,975
-34
-1% -$1.39K 0.01% 578
2018
Q4 		$118K Buy
3,009
+456
+18% +$18.2K 0.01% 551
2018
Q3 		$104K Sell
2,553
-985
-28% -$41.3K 0.01% 673
2018
Q2 		$146K Sell
3,538
-1,482
-30% -$61.7K 0.01% 567
2018
Q1 		$209K Sell
5,020
-2,741
-35% -$117K 0.02% 455
2017
Q4 		$369K Sell
7,761
-2,332
-23% -$111K 0.04% 321
2017
Q3 		$492K Sell
10,093
-2,555
-20% -$125K 0.05% 242
2017
Q2 		$610K Buy
12,648
+12,332
+3,903% +$582K 0.07% 191
2017
Q1 		$14K Buy
316
+58
+22% +$2.47K ﹤0.01% 1203
2016
Q4 		$10K Buy
258
+25
+11% +$1.02K ﹤0.01% 1225
2016
Q3 		$10K Sell
233
-2
-0.9% -$87 ﹤0.01% 1250
2016
Q2 		$10K Sell
235
-5
-2% -$213 ﹤0.01% 1200
2016
Q1 		$10K Sell
240
-18
-7% -$706 ﹤0.01% 1187
2015
Q4 		$10K Buy
+258
New +$10.1K ﹤0.01% 1198

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Annaly Capital Management (NLY) in Q2 2019, closing a stake of 2,975 shares — an estimated $119K sold.

Wealthspire Advisors (Maryland) first reported a position in NLY in Q4 2015 and held it in 14 quarters. The position peaked at $610K in Q2 2017. 617 funds tracked by Wall St. Rank hold NLY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Annaly Capital Management position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,975 Annaly Capital Management shares in Q2 2019, an estimated $119K.
  • Wealthspire Advisors (Maryland) first reported a position in Annaly Capital Management in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Annaly Capital Management position peaked at $610K in Q2 2017.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.