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Stamos Capital Partners’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stamos Capital Partners’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
Q4 		– Sell
-58,610
Closed -$2.95M – 59
2019
Q3 		$2.95M Sell
58,610
-14,224
-20% -$715K 2.62% 12
2019
Q2 		$3.66M Buy
+72,834
New +$3.66M 3.66% 7

Other funds holding NEAR

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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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Stamos Capital Partners's NEAR Position: Q4 2019 in Review

Stamos Capital Partners sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 58,610 shares — an estimated $2.95M sold.

Stamos Capital Partners first reported a position in NEAR in Q2 2019 and held it in 2 quarters. The position peaked at $3.66M in Q2 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

  • Stamos Capital Partners reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Stamos Capital Partners sold 58,610 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $2.95M.
  • Stamos Capital Partners first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 2 quarters.
  • Stamos Capital Partners's iShares Short Maturity Bond ETF position peaked at $3.66M in Q2 2019.
  • 392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Stamos Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.