CCA
NEAR icon

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

Catalyst Capital 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
2019
Q1 		– Sell
-3,400
Closed -$169K – 451
2018
Q4 		$169K Sell
3,400
-200
-6% -$10K 0.01% 235
2018
Q3 		$181K Sell
3,600
-800
-18% -$40.1K 0.01% 247
2018
Q2 		$221K Hold
4,400
– – 0.01% 234
2018
Q1 		$221K Buy
+4,400
New +$221K 0.01% 244

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Catalyst Capital Advisors's NEAR Position: Q1 2019 in Review

Catalyst Capital Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 3,400 shares — an estimated $169K sold.

Catalyst Capital Advisors first reported a position in NEAR in Q1 2018 and held it in 4 quarters. The position peaked at $221K in Q2 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Catalyst Capital Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Catalyst Capital Advisors sold 3,400 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $169K.
  • Catalyst Capital Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 4 quarters.
  • Catalyst Capital Advisors's iShares Short Maturity Bond ETF position peaked at $221K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Catalyst Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.