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Apriem Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Apriem Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-13
Closed -$1K – 623
2016
Q1 		$1K Buy
+13
New +$650 ﹤0.01% 556

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's NEAR Position: Q2 2016 in Review

Apriem Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2016, closing a stake of 13 shares — an estimated $1K sold.

Apriem Advisors first reported a position in NEAR in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 85 funds tracked by Wall St. Rank hold NEAR as of Q2 2016.

  • Apriem Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Apriem Advisors sold 13 iShares Short Maturity Bond ETF shares in Q2 2016, an estimated $1K.
  • Apriem Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 1 quarter.
  • Apriem Advisors's iShares Short Maturity Bond ETF position peaked at $1K in Q1 2016.
  • 85 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.