NYLIM
NEAR icon

New York Life Investment Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

New York Life Investment 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
2015
Q4 		– Sell
-525,202
Closed -$26.3M – 167
2015
Q3 		$26.3M Buy
+525,202
New +$26.3M 2.46% 12

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 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

New York Life Investment Management's NEAR Position: Q4 2015 in Review

New York Life Investment Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2015, closing a stake of 525,202 shares — an estimated $26.3M sold.

New York Life Investment Management first reported a position in NEAR in Q3 2015 and held it in 1 quarter. The position peaked at $26.3M in Q3 2015. 68 funds tracked by Wall St. Rank hold NEAR as of Q4 2015.

  • New York Life Investment Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2015 after selling out during the quarter.
  • New York Life Investment Management sold 525,202 iShares Short Maturity Bond ETF shares in Q4 2015, an estimated $26.3M.
  • New York Life Investment Management first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and held it in 1 quarter.
  • New York Life Investment Management's iShares Short Maturity Bond ETF position peaked at $26.3M in Q3 2015.
  • 68 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2015.

Based on New York Life Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.