YorkBridge Wealth Partners’s Annaly Capital Management NLY Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-250	Closed	-$9K	–	489
2019 Q2	$9K	Hold	250	–	–	﹤0.01%	590
2019 Q1	$10K	Hold	250	–	–	﹤0.01%	593
2018 Q4	$10K	Hold	250	–	–	0.01%	573
2018 Q3	$10K	Hold	250	–	–	﹤0.01%	602
2018 Q2	$10K	Hold	250	–	–	﹤0.01%	614
2018 Q1	$10K	Sell	250 -276	-52%	-$11.8K	﹤0.01%	615
2017 Q4	$22K	Buy	526 +276	+110%	+$13.1K	0.01%	485
2017 Q3	$12K	Hold	250	–	–	0.01%	612
2017 Q2	$12K	Hold	250	–	–	0.01%	605
2017 Q1	$12K	Hold	250	–	–	0.01%	596
2016 Q4	$10K	Buy	+250	New	+$10.2K	0.01%	591

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's NLY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Annaly Capital Management (NLY) in Q3 2019, closing a stake of 250 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in NLY in Q4 2016 and held it in 11 quarters. The position peaked at $22K in Q4 2017. 621 funds tracked by Wall St. Rank hold NLY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Annaly Capital Management position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 Annaly Capital Management shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Annaly Capital Management in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Annaly Capital Management position peaked at $22K in Q4 2017.
621 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.