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

Blue Granite 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
2017
Q4 		$835K Buy
16,700
+3,000
+22% +$151K 0.61% 17
2017
Q3 		$687K Buy
13,700
+9,500
+226% +$477K 0.47% 68
2017
Q2 		$211K Hold
4,200
– – 0.14% 79
2017
Q1 		$211K Hold
4,200
– – 0.14% 79
2016
Q4 		$211K Buy
+4,200
New +$211K 0.15% 79

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

Blue Granite Capital's NEAR Position: Q4 2017 in Review

Blue Granite Capital increased its iShares Short Maturity Bond ETF (NEAR) stake by 22% in Q4 2017, buying an estimated $151K and bringing the position to 16,700 shares worth $835K. The position accounts for 0.61% of the portfolio, ranked #17.

Blue Granite Capital 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.

  • Blue Granite Capital held 16,700 shares of iShares Short Maturity Bond ETF worth $835K as of Q4 2017.
  • Blue Granite Capital bought 3,000 iShares Short Maturity Bond ETF shares in Q4 2017, an estimated $151K.
  • iShares Short Maturity Bond ETF made up 0.61% of Blue Granite Capital's portfolio in Q4 2017, its #17 holding.
  • Blue Granite Capital 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 Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.