Whitnell & Co’s Annaly Capital Management NLY Stock Holding History

Whitnell & Co’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 Q4	$47K	Hold	1,244	–	–	0.01%	205
2019 Q3	$44K	Hold	1,244	–	–	0.01%	208
2019 Q2	$45K	Hold	1,244	–	–	0.02%	188
2019 Q1	$50K	Hold	1,244	–	–	0.02%	183
2018 Q4	$49K	Hold	1,244	–	–	0.02%	181
2018 Q3	$51K	Hold	1,244	–	–	0.02%	180
2018 Q2	$51K	Hold	1,244	–	–	0.02%	175
2018 Q1	$52K	Hold	1,244	–	–	0.02%	179
2017 Q4	$59K	Hold	1,244	–	–	0.02%	169
2017 Q3	$61K	Hold	1,244	–	–	0.03%	171
2017 Q2	$60K	Hold	1,244	–	–	0.03%	166
2017 Q1	$55K	Hold	1,244	–	–	0.02%	174
2016 Q4	$50K	Hold	1,244	–	–	0.02%	178
2016 Q3	$52K	Hold	1,244	–	–	0.02%	179
2016 Q2	$55K	Hold	1,244	–	–	0.02%	186
2016 Q1	$51K	Hold	1,244	–	–	0.02%	186
2015 Q4	$47K	Hold	1,244	–	–	0.02%	194
2015 Q3	$49K	Hold	1,244	–	–	0.02%	184
2015 Q2	$46K	Hold	1,244	–	–	0.02%	188
2015 Q1	$52K	Hold	1,244	–	–	0.02%	180
2014 Q4	$54K	Hold	1,244	–	–	0.02%	191
2014 Q3	$53K	Hold	1,244	–	–	0.02%	187
2014 Q2	$57K	Hold	1,244	–	–	0.03%	181
2014 Q1	$55K	Hold	1,244	–	–	0.03%	178
2013 Q4	$50K	Hold	1,244	–	–	0.02%	181
2013 Q3	$58K	Buy	1,244 +625	+101%	+$29.4K	0.03%	179
2013 Q2	$31K	Buy	+619	New	+$36.2K	0.02%	210

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

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

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

SOMRS

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

Norges Bank Oslo, Norway $935B AUM

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

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

Whitnell & Co's NLY Position: Q4 2019 in Review

Whitnell & Co held its Annaly Capital Management (NLY) position steady in Q4 2019 at 1,244 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #205.

Whitnell & Co first reported a position in NLY in Q2 2013 and has held it in 27 quarters since. The position peaked at $61K in Q3 2017. 670 funds tracked by Wall St. Rank hold NLY as of Q4 2019.

Whitnell & Co held 1,244 shares of Annaly Capital Management worth $47K as of Q4 2019.
Whitnell & Co left its Annaly Capital Management share count unchanged in Q4 2019.
Annaly Capital Management made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #205 holding.
Whitnell & Co first reported a position in Annaly Capital Management in Q2 2013 and has held it in 27 quarters since.
Whitnell & Co's Annaly Capital Management position peaked at $61K in Q3 2017.
670 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.