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Aspiriant LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Aspiriant LLC’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-21,523
Closed -$1.12M – 207
2019
Q3 		$1.12M Buy
+21,523
New +$1.12M 0.1% 95

Other funds holding LMBS

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC's LMBS Position: Q4 2019 in Review

Aspiriant LLC sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2019, closing a stake of 21,523 shares — an estimated $1.12M sold.

Aspiriant LLC first reported a position in LMBS in Q3 2019 and held it in 1 quarter. The position peaked at $1.12M in Q3 2019. 269 funds tracked by Wall St. Rank hold LMBS as of Q4 2019.

  • Aspiriant LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2019 after selling out during the quarter.
  • Aspiriant LLC sold 21,523 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2019, an estimated $1.12M.
  • Aspiriant LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 1 quarter.
  • Aspiriant LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.12M in Q3 2019.
  • 269 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2019.

Based on Aspiriant LLC's 13F filing for Q4 2019, filed 27 Jan 2020.