Westbourne Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Westbourne Investment 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
2019 Q3	–	Sell	-5,163	Closed	-$189K	–	97
2019 Q2	$189K	Sell	5,163 -2,125	-29%	-$81K	0.15%	89
2019 Q1	$291K	Sell	7,288 -175	-2%	-$7.14K	0.22%	79
2018 Q4	$293K	Sell	7,463 -3,525	-32%	-$141K	0.25%	73
2018 Q3	$450K	Sell	10,988 -1,800	-14%	-$75.4K	0.33%	64
2018 Q2	$526K	Hold	12,788	–	–	0.45%	60
2018 Q1	$533K	Buy	12,788 +3,725	+41%	+$159K	0.43%	64
2017 Q4	$431K	Hold	9,063	–	–	0.33%	72
2017 Q3	$442K	Buy	9,063 +2,388	+36%	+$117K	0.35%	70
2017 Q2	$322K	Buy	6,675 +3,500	+110%	+$165K	0.26%	81
2017 Q1	$141K	Hold	3,175	–	–	0.12%	105
2016 Q4	$127K	Hold	3,175	–	–	0.11%	97
2016 Q3	$133K	Buy	3,175 +500	+19%	+$21.7K	0.12%	102
2016 Q2	$118K	Buy	+2,675	New	+$114K	0.11%	125

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westbourne Investment Advisors's NLY Position: Q3 2019 in Review

Westbourne Investment Advisors sold out of Annaly Capital Management (NLY) in Q3 2019, closing a stake of 5,163 shares — an estimated $189K sold.

Westbourne Investment Advisors first reported a position in NLY in Q2 2016 and held it in 13 quarters. The position peaked at $533K in Q1 2018. 620 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

Westbourne Investment Advisors reported no remaining Annaly Capital Management position as of Q3 2019 after selling out during the quarter.
Westbourne Investment Advisors sold 5,163 Annaly Capital Management shares in Q3 2019, an estimated $189K.
Westbourne Investment Advisors first reported a position in Annaly Capital Management in Q2 2016 and held it in 13 quarters.
Westbourne Investment Advisors's Annaly Capital Management position peaked at $533K in Q1 2018.
620 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on Westbourne Investment Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.