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National Planning Corporation’s iShares Short Maturity Bond ETF NEAR Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-30
Closed -$1.51K – 32
2017
Q4 		$1.51K Buy
+30
New +$1.51K 0.21% 44
2015
Q1 		– Sell
-200
Closed -$10K – 1541
2014
Q4 		$10K Buy
+200
New +$10K ﹤0.01% 2046

Other funds holding NEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

National Planning Corporation's NEAR Position: Q1 2018 in Review

National Planning Corporation sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2018, closing a stake of 30 shares — an estimated $1.51K sold.

National Planning Corporation first reported a position in NEAR in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 190 funds tracked by Wall St. Rank hold NEAR as of Q1 2018.

  • National Planning Corporation reported no remaining iShares Short Maturity Bond ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 30 iShares Short Maturity Bond ETF shares in Q1 2018, an estimated $1.51K.
  • National Planning Corporation first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's iShares Short Maturity Bond ETF position peaked at $10K in Q4 2014.
  • 190 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.