WIM
NLY icon

Westside Investment Management’s Annaly Capital Management NLY Stock Holding History

Westside Investment 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
2021
Q1 		– Sell
-150
Closed -$5.07K – 736
2020
Q4 		$5.07K Sell
150
-3,850
-96% -$119K 0.01% 155
2020
Q3 		$71.2K Buy
4,000
+250
+7% +$7.24K 0.03% 75
2020
Q2 		$59.1K Buy
3,750
+250
+7% +$6.17K 0.03% 66
2020
Q1 		$45.7K Buy
+3,500
New +$123K 0.03% 88
2019
Q2 		$45 Buy
+1,250
New +$47.6K ﹤0.01% 328
2018
Q4 		$49.1K Buy
+1,250
New +$50K 0.02% 294

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Westside Investment Management's NLY Position: Q1 2021 in Review

Westside Investment Management sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 150 shares — an estimated $5.07K sold.

Westside Investment Management first reported a position in NLY in Q4 2018 and held it in 6 quarters. The position peaked at $71.2K in Q3 2020. 700 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

  • Westside Investment Management reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
  • Westside Investment Management sold 150 Annaly Capital Management shares in Q1 2021, an estimated $5.07K.
  • Westside Investment Management first reported a position in Annaly Capital Management in Q4 2018 and held it in 6 quarters.
  • Westside Investment Management's Annaly Capital Management position peaked at $71.2K in Q3 2020.
  • 700 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Westside Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.