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Winch Advisory Services’s Annaly Capital Management NLY Stock Holding History

Winch Advisory Services’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
-158
Closed -$5K – 466
2020
Q4 		$5K Buy
158
+4
+3% +$124 ﹤0.01% 299
2020
Q3 		$4K Sell
154
-403
-72% -$11.7K ﹤0.01% 283
2020
Q2 		$15K Buy
557
+21
+4% +$519 0.01% 160
2020
Q1 		$11K Buy
536
+14
+3% +$492 0.01% 162
2019
Q4 		$20K Sell
522
-11
-2% -$401 0.01% 159
2019
Q3 		$19K Buy
533
+14
+3% +$505 0.01% 145
2019
Q2 		$19K Buy
519
+15
+3% +$572 0.01% 154
2019
Q1 		$20K Buy
504
+14
+3% +$571 0.01% 148
2018
Q4 		$19K Buy
490
+1
+0.2% +$40 0.01% 135
2018
Q3 		$20K Buy
489
+6
+1% +$251 0.01% 139
2018
Q2 		$20K Buy
483
+3
+0.6% +$125 0.01% 147
2018
Q1 		$20K Buy
480
+4
+0.8% +$170 0.01% 152
2017
Q4 		$23K Buy
476
+2
+0.4% +$95 0.01% 138
2017
Q3 		$23K Buy
474
+12
+3% +$588 0.02% 127
2017
Q2 		$22K Buy
462
+106
+30% +$5K 0.01% 151
2017
Q1 		$16K Buy
356
+10
+3% +$426 0.01% 154
2016
Q4 		$14K Buy
346
+9
+3% +$366 0.01% 139
2016
Q3 		$14K Hold
337
– – 0.01% 135
2016
Q2 		$15K Sell
337
-258
-43% -$11K 0.02% 121
2016
Q1 		$24K Buy
595
+8
+1% +$314 0.04% 69
2015
Q4 		$22K Buy
587
+18
+3% +$702 0.02% 79
2015
Q3 		$22K Sell
569
-848
-60% -$33.9K 0.03% 78
2015
Q2 		$52K Buy
1,417
+880
+164% +$35.6K 0.03% 109
2015
Q1 		$22K Buy
+537
New +$22.8K 0.01% 111
2014
Q4 		– Sell
-517
Closed -$22K – 137
2014
Q3 		$22K Sell
517
-300
-37% -$13.7K 0.01% 99
2014
Q2 		$37K Buy
817
+5
+0.6% +$230 0.02% 101
2014
Q1 		$36K Buy
+812
New +$35.1K 0.02% 114

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Winch Advisory Services's NLY Position: Q1 2021 in Review

Winch Advisory Services sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 158 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in NLY in Q1 2014 and held it in 27 quarters. The position peaked at $52K in Q2 2015. 701 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

  • Winch Advisory Services reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
  • Winch Advisory Services sold 158 Annaly Capital Management shares in Q1 2021, an estimated $5K.
  • Winch Advisory Services first reported a position in Annaly Capital Management in Q1 2014 and held it in 27 quarters.
  • Winch Advisory Services's Annaly Capital Management position peaked at $52K in Q2 2015.
  • 701 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Winch Advisory Services's 13F filing for Q1 2021, filed 3 May 2021.