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Midwest Professional Planners Ltd (MPPL)’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-474
Closed -$24K – 223
2018
Q2 		$24K Buy
474
+46
+11% +$2.31K 0.02% 183
2018
Q1 		$21K Buy
428
+225
+111% +$11.3K 0.02% 183
2017
Q4 		$10K Buy
+203
New +$10.2K 0.01% 243

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s NEAR Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2018, closing a stake of 474 shares — an estimated $24K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in NEAR in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 221 funds tracked by Wall St. Rank hold NEAR as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Short Maturity Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 474 iShares Short Maturity Bond ETF shares in Q3 2018, an estimated $24K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares Short Maturity Bond ETF position peaked at $24K in Q2 2018.
  • 221 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.