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

Tuttle 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
2016
Q2 		– Sell
-173,005
Closed -$8.66M – 55
2016
Q1 		$8.66M Buy
173,005
+159,724
+1,203% +$7.99M 15.86% 3
2015
Q4 		$664K Buy
+13,281
New +$664K 0.47% 13

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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

Tuttle Capital Management's NEAR Position: Q2 2016 in Review

Tuttle Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q2 2016, closing a stake of 173,005 shares — an estimated $8.66M sold.

Tuttle Capital Management first reported a position in NEAR in Q4 2015 and held it in 2 quarters. The position peaked at $8.66M in Q1 2016. 85 funds tracked by Wall St. Rank hold NEAR as of Q2 2016.

  • Tuttle Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Tuttle Capital Management sold 173,005 iShares Short Maturity Bond ETF shares in Q2 2016, an estimated $8.66M.
  • Tuttle Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2015 and held it in 2 quarters.
  • Tuttle Capital Management's iShares Short Maturity Bond ETF position peaked at $8.66M in Q1 2016.
  • 85 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2016.

Based on Tuttle Capital Management's 13F filing for Q2 2016, filed 10 Aug 2016.