EAM
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Edge Asset Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Edge Asset Management’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 		$3.02M Sell
60,067
-39,933
-40% -$2M 0.02% 241
2016
Q4 		$5.02M Buy
+100,000
New +$5.02M 0.04% 238

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Asset Management's NEAR Position: Q1 2017 in Review

Edge Asset Management reduced its iShares Short Maturity Bond ETF (NEAR) stake by 40% in Q1 2017, selling an estimated $2M and leaving 60,067 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #241.

Edge Asset Management first reported a position in NEAR in Q4 2016 and has held it in 2 quarters since. The position peaked at $5.02M in Q4 2016. 121 funds tracked by Wall St. Rank hold NEAR as of Q1 2017.

  • Edge Asset Management held 60,067 shares of iShares Short Maturity Bond ETF worth $3.02M as of Q1 2017.
  • Edge Asset Management sold 39,933 iShares Short Maturity Bond ETF shares in Q1 2017, an estimated $2M.
  • iShares Short Maturity Bond ETF made up 0.02% of Edge Asset Management's portfolio in Q1 2017, its #241 holding.
  • Edge Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and has held it in 2 quarters since.
  • Edge Asset Management's iShares Short Maturity Bond ETF position peaked at $5.02M in Q4 2016.
  • 121 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.