EWM
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Empirical Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Empirical Wealth 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
2018
Q4 		– Sell
-6,650
Closed -$334K – 223
2018
Q3 		$334K Buy
+6,650
New +$333K 0.06% 154

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Empirical Wealth Management's NEAR Position: Q4 2018 in Review

Empirical Wealth Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 6,650 shares — an estimated $334K sold.

Empirical Wealth Management first reported a position in NEAR in Q3 2018 and held it in 1 quarter. The position peaked at $334K in Q3 2018. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Empirical Wealth Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 6,650 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $334K.
  • Empirical Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 1 quarter.
  • Empirical Wealth Management's iShares Short Maturity Bond ETF position peaked at $334K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Empirical Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.