SLG
NEAR icon

Stanley-Laman Group’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Stanley-Laman Group’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
-7,310
Closed -$368K – 285
2019
Q3 		$368K Buy
+7,310
New +$368K 0.09% 211

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
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

Stanley-Laman Group's NEAR Position: Q4 2019 in Review

Stanley-Laman Group sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2019, closing a stake of 7,310 shares — an estimated $368K sold.

Stanley-Laman Group first reported a position in NEAR in Q3 2019 and held it in 1 quarter. The position peaked at $368K in Q3 2019. 392 funds tracked by Wall St. Rank hold NEAR as of Q4 2019.

  • Stanley-Laman Group reported no remaining iShares Short Maturity Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Stanley-Laman Group sold 7,310 iShares Short Maturity Bond ETF shares in Q4 2019, an estimated $368K.
  • Stanley-Laman Group first reported a position in iShares Short Maturity Bond ETF in Q3 2019 and held it in 1 quarter.
  • Stanley-Laman Group's iShares Short Maturity Bond ETF position peaked at $368K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2019.

Based on Stanley-Laman Group's 13F filing for Q4 2019, filed 4 Feb 2020.