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Crow Point Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Crow Point Partners’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
Q1 		– Sell
-26,400
Closed -$1.32M – 302
2016
Q4 		$1.32M Buy
+26,400
New +$1.32M 0.22% 58

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crow Point Partners's NEAR Position: Q1 2017 in Review

Crow Point Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2017, closing a stake of 26,400 shares — an estimated $1.32M sold.

Crow Point Partners first reported a position in NEAR in Q4 2016 and held it in 1 quarter. The position peaked at $1.32M in Q4 2016. 121 funds tracked by Wall St. Rank hold NEAR as of Q1 2017.

  • Crow Point Partners reported no remaining iShares Short Maturity Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Crow Point Partners sold 26,400 iShares Short Maturity Bond ETF shares in Q1 2017, an estimated $1.32M.
  • Crow Point Partners first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 1 quarter.
  • Crow Point Partners's iShares Short Maturity Bond ETF position peaked at $1.32M in Q4 2016.
  • 121 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2017.

Based on Crow Point Partners's 13F filing for Q1 2017, filed 15 May 2017.