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WFG Advisors’s Annaly Capital Management NLY Stock Holding History

WFG 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
2017
Q2 		$73K Buy
1,516
+130
+9% +$6.14K 0.02% 610
2017
Q1 		$62K Sell
1,386
-789
-36% -$33.6K 0.02% 607
2016
Q4 		$87K Sell
2,175
-613
-22% -$24.9K 0.02% 565
2016
Q3 		$117K Sell
2,788
-445
-14% -$19.3K 0.03% 483
2016
Q2 		$143K Sell
3,233
-274
-8% -$11.7K 0.04% 416
2016
Q1 		$144K Buy
3,507
+1,626
+86% +$63.8K 0.04% 397
2015
Q4 		$71K Buy
1,881
+25
+1% +$975 0.02% 559
2015
Q3 		$73K Sell
1,856
-227
-11% -$9.07K 0.02% 535
2015
Q2 		$77K Sell
2,083
-4,558
-69% -$184K 0.02% 606
2015
Q1 		$276K Sell
6,641
-5,295
-44% -$225K 0.08% 270
2014
Q4 		$516K Sell
11,936
-1,159
-9% -$52.4K 0.1% 216
2014
Q3 		$559K Sell
13,095
-183
-1% -$8.36K 0.11% 231
2014
Q2 		$607K Sell
13,278
-318
-2% -$14.7K 0.11% 211
2014
Q1 		$597K Sell
13,596
-503
-4% -$21.7K 0.12% 204
2013
Q4 		$562K Sell
14,099
-5,346
-27% -$232K 0.08% 287
2013
Q3 		$901K Buy
19,445
+1,814
+10% +$85.4K 0.14% 172
2013
Q2 		$886K Buy
+17,631
New +$1.03M 0.15% 167

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

WFG Advisors's NLY Position: Q2 2017 in Review

WFG Advisors increased its Annaly Capital Management (NLY) stake by 9.4% in Q2 2017, buying an estimated $6.14K and bringing the position to 1,516 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #610.

WFG Advisors first reported a position in NLY in Q2 2013 and has held it in 17 quarters since. The position peaked at $901K in Q3 2013. 522 funds tracked by Wall St. Rank hold NLY as of Q2 2017.

  • WFG Advisors held 1,516 shares of Annaly Capital Management worth $73K as of Q2 2017.
  • WFG Advisors bought 130 Annaly Capital Management shares in Q2 2017, an estimated $6.14K.
  • Annaly Capital Management made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #610 holding.
  • WFG Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Annaly Capital Management position peaked at $901K in Q3 2013.
  • 522 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.