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

Virtue 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
2019
Q1 		– Sell
-23,844
Closed -$1.19M – 122
2018
Q4 		$1.19M Buy
+23,844
New +$1.19M 0.55% 14
2018
Q1 		– Sell
-2,511
Closed -$126K – 612
2017
Q4 		$126K Buy
+2,511
New +$126K 0.07% 202

Other funds holding NEAR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Virtue Capital Management's NEAR Position: Q1 2019 in Review

Virtue Capital Management sold out of iShares Short Maturity Bond ETF (NEAR) in Q1 2019, closing a stake of 23,844 shares — an estimated $1.19M sold.

Virtue Capital Management first reported a position in NEAR in Q4 2017 and held it in 2 quarters. The position peaked at $1.19M in Q4 2018. 309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

  • Virtue Capital Management reported no remaining iShares Short Maturity Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Virtue Capital Management sold 23,844 iShares Short Maturity Bond ETF shares in Q1 2019, an estimated $1.19M.
  • Virtue Capital Management first reported a position in iShares Short Maturity Bond ETF in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's iShares Short Maturity Bond ETF position peaked at $1.19M in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

Based on Virtue Capital Management's 13F filing for Q1 2019, filed 13 May 2019.