Fisher Asset Management
NEAR icon

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

Fisher 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
2020
Q1 		– Sell
-4,976
Closed -$250K – 827
2019
Q4 		$250K Buy
+4,976
New +$250K ﹤0.01% 754

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fisher Asset Management's NEAR Position: Q1 2020 in Review

Fisher Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2020, closing a stake of 4,976 shares — an estimated $250K sold.

Fisher Asset Management first reported a position in NEAR in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 378 funds tracked by Wall St. Rank hold NEAR as of Q1 2020.

  • Fisher Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Fisher Asset Management sold 4,976 iShares Short Maturity Bond ETF shares in Q1 2020, an estimated $250K.
  • Fisher Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2019 and held it in 1 quarter.
  • Fisher Asset Management's iShares Short Maturity Bond ETF position peaked at $250K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.