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Welch & Forbes’s Annaly Capital Management NLY Stock Holding History

Welch & Forbes’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
2017
Q2 		– Sell
-3,338
Closed -$148K – 351
2017
Q1 		$148K Sell
3,338
-12
-0.4% -$511 ﹤0.01% 341
2016
Q4 		$133K Buy
+3,350
New +$136K ﹤0.01% 338
2016
Q3 		– Sell
-3,600
Closed -$159K – 341
2016
Q2 		$159K Sell
3,600
-274
-7% -$11.7K ﹤0.01% 329
2016
Q1 		$159K Sell
3,874
-575
-13% -$22.6K 0.01% 334
2015
Q4 		$166K Buy
4,449
+1,424
+47% +$55.5K 0.01% 321
2015
Q3 		$119K Sell
3,025
-2,350
-44% -$93.9K ﹤0.01% 323
2015
Q2 		$197K Sell
5,375
-2,465
-31% -$99.6K 0.01% 324
2015
Q1 		$326K Hold
7,840
– – 0.01% 284
2014
Q4 		$339K Sell
7,840
-838
-10% -$37.9K 0.01% 291
2014
Q3 		$370K Buy
+8,678
New +$397K 0.01% 281
2014
Q2 		– Sell
-8,828
Closed -$388K – 345
2014
Q1 		$388K Sell
8,828
-67
-0.8% -$2.9K 0.01% 273
2013
Q4 		$356K Sell
8,895
-10,518
-54% -$457K 0.01% 267
2013
Q3 		$899K Buy
19,413
+288
+2% +$13.6K 0.03% 204
2013
Q2 		$962K Buy
+19,125
New +$1.12M 0.03% 189

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Welch & Forbes's NLY Position: Q2 2017 in Review

Welch & Forbes sold out of Annaly Capital Management (NLY) in Q2 2017, closing a stake of 3,338 shares — an estimated $148K sold.

Welch & Forbes first reported a position in NLY in Q2 2013 and held it in 14 quarters. The position peaked at $962K in Q2 2013. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

  • Welch & Forbes reported no remaining Annaly Capital Management position as of Q2 2017 after selling out during the quarter.
  • Welch & Forbes sold 3,338 Annaly Capital Management shares in Q2 2017, an estimated $148K.
  • Welch & Forbes first reported a position in Annaly Capital Management in Q2 2013 and held it in 14 quarters.
  • Welch & Forbes's Annaly Capital Management position peaked at $962K in Q2 2013.
  • 522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on Welch & Forbes's 13F filing for Q2 2017, filed 31 Jul 2017.