PCFFS
NEAR icon

Pacific Center for Financial Services’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Pacific Center for Financial Services’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
2019
Q3 		– Sell
-281
Closed -$14K – 333
2019
Q2 		$14K Hold
281
– – 0.01% 194
2019
Q1 		$14K Hold
281
– – 0.01% 191
2018
Q4 		$14K Hold
281
– – 0.01% 191
2018
Q3 		$14K Buy
+281
New +$14.1K 0.01% 198

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Pacific Center for Financial Services's NEAR Position: Q3 2019 in Review

Pacific Center for Financial Services sold out of iShares Short Maturity Bond ETF (NEAR) in Q3 2019, closing a stake of 281 shares — an estimated $14K sold.

Pacific Center for Financial Services first reported a position in NEAR in Q3 2018 and held it in 4 quarters. The position peaked at $14K in Q2 2019. 336 funds tracked by Wall St. Rank hold NEAR as of Q3 2019.

  • Pacific Center for Financial Services reported no remaining iShares Short Maturity Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Pacific Center for Financial Services sold 281 iShares Short Maturity Bond ETF shares in Q3 2019, an estimated $14K.
  • Pacific Center for Financial Services first reported a position in iShares Short Maturity Bond ETF in Q3 2018 and held it in 4 quarters.
  • Pacific Center for Financial Services's iShares Short Maturity Bond ETF position peaked at $14K in Q2 2019.
  • 336 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2019.

Based on Pacific Center for Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.