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Avestar Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-16
Closed – – 597
2019
Q2 		$0 Hold
16
– – ﹤0.01% 936
2019
Q1 		$0 Hold
16
– – ﹤0.01% 936
2018
Q4 		$0 Hold
16
– – ﹤0.01% 940
2018
Q3 		$0 Hold
16
– – ﹤0.01% 947
2018
Q2 		$0 Buy
+16
New +$802 ﹤0.01% 962

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avestar Capital's NEAR Position: Q3 2019 in Review

Avestar Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2019, closing a stake of 16 shares.

Avestar Capital first reported a position in NEAR in Q2 2018 and held it in 5 quarters. The position peaked at $0 in Q2 2019. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

  • Avestar Capital reported no remaining iShares Short Maturity Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 16 iShares Short Maturity Bond ETF shares in Q3 2019.
  • Avestar Capital first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 5 quarters.
  • Avestar Capital's iShares Short Maturity Bond ETF position peaked at $0 in Q2 2019.
  • 336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.