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Fulcrum Equity Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-14
Closed -$1K – 183
2019
Q3 		$1K Buy
+14
New +$704 ﹤0.01% 229

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Fulcrum Equity Management's NEAR Position: Q4 2019 in Review

Fulcrum Equity Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 14 shares — an estimated $1K sold.

Fulcrum Equity Management first reported a position in NEAR in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

  • Fulcrum Equity Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 14 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $1K.
  • Fulcrum Equity Management first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Short Maturity Bond ETF position peaked at $1K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.