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MYCIO Wealth Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

MYCIO Wealth Partners’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
-4,802
Closed -$241K – 295
2018
Q2 		$241K Buy
+4,802
New +$241K 0.02% 240

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LPL Financial
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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TTSTC
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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 $16B AUM 26.77% 1-Year Est. Return

MYCIO Wealth Partners's NEAR Position: Q3 2018 in Review

MYCIO Wealth Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2018, closing a stake of 4,802 shares — an estimated $241K sold.

MYCIO Wealth Partners first reported a position in NEAR in Q2 2018 and held it in 1 quarter. The position peaked at $241K in Q2 2018. 221 funds tracked by Wall St. Rank hold NEAR as of Q3 2018.

  • MYCIO Wealth Partners reported no remaining iShares Short Maturity Bond ETF position as of Q3 2018 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,802 iShares Short Maturity Bond ETF shares in Q3 2018, an estimated $241K.
  • MYCIO Wealth Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2018 and held it in 1 quarter.
  • MYCIO Wealth Partners's iShares Short Maturity Bond ETF position peaked at $241K in Q2 2018.
  • 221 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2018.

Based on MYCIO Wealth Partners's 13F filing for Q3 2018, filed 25 Oct 2018.