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Parametric Portfolio Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Parametric Portfolio Associates’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
2014
Q2 		– Sell
-52,719
Closed -$2.65M – 3772
2014
Q1 		$2.65M Buy
+52,719
New +$2.65M 0.01% 1749

Other funds holding NEAR

NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Parametric Portfolio Associates's NEAR Position: Q2 2014 in Review

Parametric Portfolio Associates sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2014, closing a stake of 52,719 shares — an estimated $2.65M sold.

Parametric Portfolio Associates first reported a position in NEAR in Q1 2014 and held it in 1 quarter. The position peaked at $2.65M in Q1 2014. 3 funds tracked by Wall St. Rank hold NEAR as of Q2 2014.

  • Parametric Portfolio Associates reported no remaining iShares Short Maturity Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Parametric Portfolio Associates sold 52,719 iShares Short Maturity Bond ETF shares in Q2 2014, an estimated $2.65M.
  • Parametric Portfolio Associates first reported a position in iShares Short Maturity Bond ETF in Q1 2014 and held it in 1 quarter.
  • Parametric Portfolio Associates's iShares Short Maturity Bond ETF position peaked at $2.65M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2014.

Based on Parametric Portfolio Associates's 13F filing for Q2 2014, filed 12 Aug 2014.