ICOA
NEAR icon

Investment Centers of America’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-35,713
Closed -$1.81M – 317
2017
Q3 		$1.81M Buy
35,713
+13,370
+60% +$672K 0.13% 149
2017
Q2 		$1.13M Buy
22,343
+8,512
+62% +$428K 0.09% 203
2017
Q1 		$692K Buy
13,831
+9,449
+216% +$474K 0.05% 302
2016
Q4 		$219K Buy
+4,382
New +$220K 0.02% 534

Other funds holding NEAR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Centers of America's NEAR Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2017, closing a stake of 35,713 shares — an estimated $1.81M sold.

Investment Centers of America first reported a position in NEAR in Q4 2016 and held it in 4 quarters. The position peaked at $1.81M in Q3 2017. 176 funds tracked by Wall St. Rank hold NEAR as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Short Maturity Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 35,713 iShares Short Maturity Bond ETF shares in Q4 2017, an estimated $1.81M.
  • Investment Centers of America first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's iShares Short Maturity Bond ETF position peaked at $1.81M in Q3 2017.
  • 176 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.