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

Edgemoor 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
2019
Q1 		– Sell
-17,500
Closed -$872K – 141
2018
Q4 		$872K Buy
+17,500
New +$875K 0.13% 81

Other funds holding NEAR

Envestnet Asset Management
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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Edgemoor Investment Advisors's NEAR Position: Q1 2019 in Review

Edgemoor Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 17,500 shares — an estimated $872K sold.

Edgemoor Investment Advisors first reported a position in NEAR in Q4 2018 and held it in 1 quarter. The position peaked at $872K in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Edgemoor Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 17,500 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $872K.
  • Edgemoor Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and held it in 1 quarter.
  • Edgemoor Investment Advisors's iShares Short Maturity Bond ETF position peaked at $872K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2019, filed 8 May 2019.