LSV Asset Management
NEAR icon

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

LSV 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
2017
Q1 		– Sell
-45,000
Closed -$2.26M – 1048
2016
Q4 		$2.26M Buy
+45,000
New +$2.26M ﹤0.01% 693

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Wells Fargo
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PNC Financial Services Group
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Bank of America
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AllianceBernstein
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UBS Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LSV Asset Management's NEAR Position: Q1 2017 in Review

LSV Asset Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2017, closing a stake of 45,000 shares — an estimated $2.26M sold.

LSV Asset Management first reported a position in NEAR in Q4 2016 and held it in 1 quarter. The position peaked at $2.26M in Q4 2016. 121 funds tracked by Wall St. Rank hold NEAR as of Q1 2017.

  • LSV Asset Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2017 after selling out during the quarter.
  • LSV Asset Management sold 45,000 iShares Short Maturity Bond ETF shares in Q1 2017, an estimated $2.26M.
  • LSV Asset Management first reported a position in iShares Short Maturity Bond ETF in Q4 2016 and held it in 1 quarter.
  • LSV Asset Management's iShares Short Maturity Bond ETF position peaked at $2.26M in Q4 2016.
  • 121 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2017.

Based on LSV Asset Management's 13F filing for Q1 2017, filed 2 May 2017.