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BB&T Investment Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BB&T Investment Services’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 		$432K Buy
8,556
+347
+4% +$17.4K 0.07% 217
2017
Q3 		$417K Buy
8,209
+1,491
+22% +$74.9K 0.08% 201
2017
Q2 		$339K Buy
6,718
+3,275
+95% +$164K 0.09% 193
2017
Q1 		$174K Buy
3,443
+1,493
+77% +$74.9K 0.07% 205
2016
Q4 		$98K Buy
+1,950
New +$97.8K 0.07% 208

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

BB&T Investment Services's NEAR Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Short Maturity Bond ETF (NEAR) stake by 4.2% in Q4 2017, buying an estimated $17.4K and bringing the position to 8,556 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #217.

BB&T Investment Services first reported a position in NEAR in Q4 2016 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold NEAR as of Q4 2017.

  • BB&T Investment Services held 8,556 shares of iShares Short Maturity Bond ETF worth $432K as of Q4 2017.
  • BB&T Investment Services bought 347 iShares Short Maturity Bond ETF shares in Q4 2017, an estimated $17.4K.
  • iShares Short Maturity Bond ETF made up 0.07% of BB&T Investment Services's portfolio in Q4 2017, its #217 holding.
  • BB&T Investment Services first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.