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Advisor OS’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Advisor OS’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,389
Closed -$244K – 130
2020
Q2 		$244K Buy
+2,389
New +$239K 0.15% 114

Other funds holding LDUR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor OS's LDUR Position: Q3 2020 in Review

Advisor OS sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2020, closing a stake of 2,389 shares — an estimated $244K sold.

Advisor OS first reported a position in LDUR in Q2 2020 and held it in 1 quarter. The position peaked at $244K in Q2 2020. 90 funds tracked by Wall St. Rank hold LDUR as of Q3 2020.

  • Advisor OS reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • Advisor OS sold 2,389 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2020, an estimated $244K.
  • Advisor OS first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • Advisor OS's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $244K in Q2 2020.
  • 90 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2020.

Based on Advisor OS's 13F filing for Q3 2020, filed 12 Nov 2020.