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Beaumont Financial Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Beaumont Financial Advisors’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
Q4 		– Sell
-4,996
Closed -$510K – 350
2020
Q3 		$510K Buy
+4,996
New +$509K 0.05% 192

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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Financial Advisors's LDUR Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2020, closing a stake of 4,996 shares — an estimated $510K sold.

Beaumont Financial Advisors first reported a position in LDUR in Q3 2020 and held it in 1 quarter. The position peaked at $510K in Q3 2020. 110 funds tracked by Wall St. Rank hold LDUR as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,996 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2020, an estimated $510K.
  • Beaumont Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Beaumont Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $510K in Q3 2020.
  • 110 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.