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NewSquare Capital’s iShares Short Maturity Bond ETF NEAR Stock Holding History

NewSquare Capital’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
-115
Closed -$6K – 344
2017
Q4 		$6K Buy
+115
New +$5.77K ﹤0.01% 264

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewSquare Capital's NEAR Position: Q1 2018 in Review

NewSquare Capital sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2018, closing a stake of 115 shares — an estimated $6K sold.

NewSquare Capital first reported a position in NEAR in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 191 funds tracked by Wall St. Rank hold NEAR as of Q1 2018.

  • NewSquare Capital reported no remaining iShares Short Maturity Bond ETF position as of Q1 2018 after selling out during the quarter.
  • NewSquare Capital sold 115 iShares Short Maturity Bond ETF shares in Q1 2018, an estimated $6K.
  • NewSquare Capital first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 1 quarter.
  • NewSquare Capital's iShares Short Maturity Bond ETF position peaked at $6K in Q4 2017.
  • 191 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2018.

Based on NewSquare Capital's 13F filing for Q1 2018, filed 24 Apr 2018.