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Wellington Shields Capital Management’s Annaly Capital Management NLY Stock Holding History

Wellington Shields Capital Management’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
Q3 		– Sell
-3,425
Closed -$90K – 233
2020
Q2 		$90K Buy
3,425
+124
+4% +$3.06K 0.01% 232
2020
Q1 		$67K Buy
3,301
+82
+3% +$2.88K 0.01% 228
2019
Q4 		$121K Buy
3,219
+88
+3% +$3.21K 0.02% 257
2019
Q3 		$110K Sell
3,131
-422
-12% -$15.2K 0.02% 258
2019
Q2 		$130K Buy
3,553
+88
+3% +$3.35K 0.02% 269
2019
Q1 		$138K Buy
3,465
+33
+1% +$1.35K 0.02% 274
2018
Q4 		$135K Buy
3,432
+573
+20% +$22.9K 0.03% 260
2018
Q3 		$117K Buy
2,859
+135
+5% +$5.66K 0.02% 302
2018
Q2 		$112K Buy
2,724
+75
+3% +$3.13K 0.02% 301
2018
Q1 		$110K Buy
2,649
+73
+3% +$3.11K 0.02% 318
2017
Q4 		$123K Buy
2,576
+65
+3% +$3.08K 0.02% 322
2017
Q3 		$122K Buy
+2,511
New +$123K 0.02% 310
2017
Q2 		– Sell
-31,995
Closed -$1.42M – 333
2017
Q1 		$1.42M Sell
31,995
-4,479
-12% -$191K 0.23% 103
2016
Q4 		$1.46M Buy
36,474
+779
+2% +$31.7K 0.24% 95
2016
Q3 		$1.5M Buy
35,695
+6,615
+23% +$287K 0.26% 87
2016
Q2 		$1.29M Buy
+29,080
New +$1.24M 0.22% 95
2014
Q1 		– Sell
-6,531
Closed -$260K – 361
2013
Q4 		$260K Hold
6,531
– – 0.05% 266
2013
Q3 		$303K Hold
6,531
– – 0.06% 238
2013
Q2 		$328K Buy
+6,531
New +$382K 0.06% 248

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wellington Shields Capital Management's NLY Position: Q3 2020 in Review

Wellington Shields Capital Management sold out of Annaly Capital Management (NLY) in Q3 2020, closing a stake of 3,425 shares — an estimated $90K sold.

Wellington Shields Capital Management first reported a position in NLY in Q2 2013 and held it in 19 quarters. The position peaked at $1.5M in Q3 2016. 657 funds tracked by Wall St. Rank hold NLY as of Q3 2020.

  • Wellington Shields Capital Management reported no remaining Annaly Capital Management position as of Q3 2020 after selling out during the quarter.
  • Wellington Shields Capital Management sold 3,425 Annaly Capital Management shares in Q3 2020, an estimated $90K.
  • Wellington Shields Capital Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 19 quarters.
  • Wellington Shields Capital Management's Annaly Capital Management position peaked at $1.5M in Q3 2016.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2020.

Based on Wellington Shields Capital Management's 13F filing for Q3 2020, filed 10 Nov 2020.