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

Camarda Financial 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	-466	Closed	-$23K	–	208
2017 Q3	$23K	Sell	466 -527	-53%	-$26.5K	0.02%	143
2017 Q2	$50K	Sell	993 -5,540	-85%	-$278K	0.05%	111
2017 Q1	$328K	Sell	6,533 -9,710	-60%	-$487K	0.32%	68
2016 Q4	$815K	Sell	16,243 -11,838	-42%	-$594K	0.55%	67
2016 Q3	$1.41M	Buy	28,081 +22,886	+441%	+$1.15M	0.86%	47
2016 Q2	$261K	Buy	+5,195	New	+$260K	0.17%	93

Other funds holding NEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Camarda Financial Advisors's NEAR Position: Q4 2017 in Review

Camarda Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2017, closing a stake of 466 shares — an estimated $23K sold.

Camarda Financial Advisors first reported a position in NEAR in Q2 2016 and held it in 6 quarters. The position peaked at $1.41M in Q3 2016. 176 funds tracked by Wall St. Rank hold NEAR as of Q4 2017.

Camarda Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q4 2017 after selling out during the quarter.
Camarda Financial Advisors sold 466 iShares Short Maturity Bond ETF shares in Q4 2017, an estimated $23K.
Camarda Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q2 2016 and held it in 6 quarters.
Camarda Financial Advisors's iShares Short Maturity Bond ETF position peaked at $1.41M in Q3 2016.
176 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2017.

Based on Camarda Financial Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.