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Transamerica Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Transamerica Financial Advisors’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
2016
Q2 		– Sell
-156
Closed -$8K – 592
2016
Q1 		$8K Buy
+156
New +$7.8K ﹤0.01% 576

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UCFA
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transamerica Financial Advisors's NEAR Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2016, closing a stake of 156 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in NEAR in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 85 funds tracked by Wall St. Rank hold NEAR as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining iShares Short Maturity Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 156 iShares Short Maturity Bond ETF shares in Q2 2016, an estimated $8K.
  • Transamerica Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's iShares Short Maturity Bond ETF position peaked at $8K in Q1 2016.
  • 85 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.