First Personal Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-13,250	Closed	-$667K	–	694
2019 Q2	$667K	Hold	13,250	–	–	0.19%	99
2019 Q1	$666K	Hold	13,250	–	–	0.2%	95
2018 Q4	$661K	Buy	13,250 +59	+0.4%	+$2.95K	0.23%	90
2018 Q3	$662K	Hold	13,191	–	–	0.21%	98
2018 Q2	$662K	Hold	13,191	–	–	0.22%	94
2018 Q1	$662K	Buy	+13,191	New	+$662K	0.15%	124
2016 Q4	–	Sell	-200	Closed	-$10K	–	933
2016 Q3	$10K	Buy	+200	New	+$10K	﹤0.01%	594
2016 Q1	–	Sell	-91	Closed	-$5K	–	367
2015 Q4	$5K	Buy	+91	New	+$4.55K	﹤0.01%	338

Other funds holding NEAR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

First Personal Financial Services's NEAR Position: Q3 2019 in Review

First Personal Financial Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2019, closing a stake of 13,250 shares — an estimated $667K sold.

First Personal Financial Services first reported a position in NEAR in Q4 2015 and held it in 8 quarters. The position peaked at $667K in Q2 2019. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

First Personal Financial Services reported no remaining iShares Short Maturity Bond ETF position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 13,250 iShares Short Maturity Bond ETF shares in Q3 2019, an estimated $667K.
First Personal Financial Services first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and held it in 8 quarters.
First Personal Financial Services's iShares Short Maturity Bond ETF position peaked at $667K in Q2 2019.
336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.