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Northstar Investment Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Northstar Investment Advisors’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
2017
Q1 		– Sell
-4,230
Closed -$212K – 118
2016
Q4 		$212K Hold
4,230
– – 0.05% 102
2016
Q3 		$212K Buy
+4,230
New +$212K 0.05% 102

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northstar Investment Advisors's NEAR Position: Q1 2017 in Review

Northstar Investment Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2017, closing a stake of 4,230 shares — an estimated $212K sold.

Northstar Investment Advisors first reported a position in NEAR in Q3 2016 and held it in 2 quarters. The position peaked at $212K in Q4 2016. 121 funds tracked by Wall St. Rank hold NEAR as of Q1 2017.

  • Northstar Investment Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Northstar Investment Advisors sold 4,230 iShares Short Maturity Bond ETF shares in Q1 2017, an estimated $212K.
  • Northstar Investment Advisors first reported a position in iShares Short Maturity Bond ETF in Q3 2016 and held it in 2 quarters.
  • Northstar Investment Advisors's iShares Short Maturity Bond ETF position peaked at $212K in Q4 2016.
  • 121 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2017.

Based on Northstar Investment Advisors's 13F filing for Q1 2017, filed 4 May 2017.