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Winfield Associates’s Annaly Capital Management NLY Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-18
Closed -$1K – 458
2017
Q4 		$1K Hold
18
– – ﹤0.01% 768
2017
Q3 		$1K Hold
18
– – ﹤0.01% 706
2017
Q2 		$1K Hold
18
– – ﹤0.01% 799
2017
Q1 		$1K Sell
18
-154
-90% -$6.55K ﹤0.01% 684
2016
Q4 		$7K Hold
172
– – ﹤0.01% 396
2016
Q3 		$7K Hold
172
– – ﹤0.01% 369
2016
Q2 		$8K Hold
172
– – 0.01% 354
2016
Q1 		$7K Buy
172
+17
+11% +$667 ﹤0.01% 356
2015
Q4 		$6K Buy
+155
New +$6.04K ﹤0.01% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Winfield Associates's NLY Position: Q1 2018 in Review

Winfield Associates sold out of Annaly Capital Management (NLY) in Q1 2018, closing a stake of 18 shares — an estimated $1K sold.

Winfield Associates first reported a position in NLY in Q4 2015 and held it in 9 quarters. The position peaked at $8K in Q2 2016. 583 funds tracked by Wall St. Rank hold NLY as of Q1 2018.

  • Winfield Associates reported no remaining Annaly Capital Management position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 18 Annaly Capital Management shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Annaly Capital Management in Q4 2015 and held it in 9 quarters.
  • Winfield Associates's Annaly Capital Management position peaked at $8K in Q2 2016.
  • 583 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.