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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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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

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. 190 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.
  • 190 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.