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Deroy & Devereaux Private Investment Counsel’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
Q2 		– Sell
-4,016
Closed -$202K – 167
2017
Q1 		$202K Buy
+4,016
New +$202K 0.02% 154

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's NEAR Position: Q2 2017 in Review

Deroy & Devereaux Private Investment Counsel sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2017, closing a stake of 4,016 shares — an estimated $202K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in NEAR in Q1 2017 and held it in 1 quarter. The position peaked at $202K in Q1 2017. 131 funds tracked by Wall St. Rank hold NEAR as of Q2 2017.

  • Deroy & Devereaux Private Investment Counsel reported no remaining iShares Short Maturity Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 4,016 iShares Short Maturity Bond ETF shares in Q2 2017, an estimated $202K.
  • Deroy & Devereaux Private Investment Counsel first reported a position in iShares Short Maturity Bond ETF in Q1 2017 and held it in 1 quarter.
  • Deroy & Devereaux Private Investment Counsel's iShares Short Maturity Bond ETF position peaked at $202K in Q1 2017.
  • 131 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2017.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2017, filed 27 Jul 2017.