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

Peak Capital Management’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
Q4 		– Sell
-18
Closed -$1K – 56
2018
Q3 		$1K Hold
18
– – ﹤0.01% 56
2018
Q2 		$1K Hold
18
– – ﹤0.01% 169
2018
Q1 		$1K Buy
+18
New +$903 ﹤0.01% 60

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Peak Capital Management's NEAR Position: Q4 2018 in Review

Peak Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

Peak Capital Management first reported a position in NEAR in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 284 funds tracked by Wall St. Rank hold NEAR as of Q4 2018.

  • Peak Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Capital Management sold 18 iShares Short Maturity Bond ETF shares in Q4 2018, an estimated $1K.
  • Peak Capital Management first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and held it in 3 quarters.
  • Peak Capital Management's iShares Short Maturity Bond ETF position peaked at $1K in Q3 2018.
  • 284 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.