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Dana Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Dana Investment 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
2015
Q3 		– Sell
-5,147
Closed -$258K – 276
2015
Q2 		$258K Sell
5,147
-199
-4% -$9.98K 0.01% 250
2015
Q1 		$268K Buy
+5,346
New +$268K 0.01% 247

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

Dana Investment Advisors's NEAR Position: Q3 2015 in Review

Dana Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2015, closing a stake of 5,147 shares — an estimated $258K sold.

Dana Investment Advisors first reported a position in NEAR in Q1 2015 and held it in 2 quarters. The position peaked at $268K in Q1 2015. 66 funds tracked by Wall St. Rank hold NEAR as of Q3 2015.

  • Dana Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Dana Investment Advisors sold 5,147 iShares Short Maturity Bond ETF shares in Q3 2015, an estimated $258K.
  • Dana Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2015 and held it in 2 quarters.
  • Dana Investment Advisors's iShares Short Maturity Bond ETF position peaked at $268K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2015.

Based on Dana Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.