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

Barry Investment 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
2017
Q4 		– Sell
-9,000
Closed -$453K – 76
2017
Q3 		$453K Buy
+9,000
New +$452K 0.17% 52

Other funds holding NEAR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barry Investment Advisors's NEAR Position: Q4 2017 in Review

Barry Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2017, closing a stake of 9,000 shares — an estimated $453K sold.

Barry Investment Advisors first reported a position in NEAR in Q3 2017 and held it in 1 quarter. The position peaked at $453K in Q3 2017. 176 funds tracked by Wall St. Rank hold NEAR as of Q4 2017.

  • Barry Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Barry Investment Advisors sold 9,000 iShares Short Maturity Bond ETF shares in Q4 2017, an estimated $453K.
  • Barry Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2017 and held it in 1 quarter.
  • Barry Investment Advisors's iShares Short Maturity Bond ETF position peaked at $453K in Q3 2017.
  • 176 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2017.

Based on Barry Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.