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Community Bank’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Community Bank’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
2015
Q3 		– Sell
-2,150
Closed -$108K – 374
2015
Q2 		$108K Hold
2,150
– – 0.03% 199
2015
Q1 		$108K Sell
2,150
-103,425
-98% -$5.18M 0.03% 201
2014
Q4 		$5.28M Buy
+105,575
New +$5.29M 1.2% 22

Other funds holding NEAR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Community Bank's NEAR Position: Q3 2015 in Review

Community Bank sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2015, closing a stake of 2,150 shares — an estimated $108K sold.

Community Bank first reported a position in NEAR in Q4 2014 and held it in 3 quarters. The position peaked at $5.28M in Q4 2014. 66 funds tracked by Wall St. Rank hold NEAR as of Q3 2015.

  • Community Bank reported no remaining iShares Short Maturity Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Community Bank sold 2,150 iShares Short Maturity Bond ETF shares in Q3 2015, an estimated $108K.
  • Community Bank first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and held it in 3 quarters.
  • Community Bank's iShares Short Maturity Bond ETF position peaked at $5.28M in Q4 2014.
  • 66 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2015.

Based on Community Bank's 13F filing for Q3 2015, filed 21 Oct 2015.