Beirne Wealth Consulting Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Beirne Wealth Consulting Services’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	-5,308	Closed	-$276K	–	109
2019 Q3	$276K	Sell	5,308 -625	-11%	-$32.4K	0.23%	105
2019 Q2	$307K	Sell	5,933 -557	-9%	-$28.6K	0.28%	94
2019 Q1	$333K	Sell	6,490 -2,027	-24%	-$104K	0.26%	125
2018 Q4	$435K	Buy	+8,517	New	+$434K	0.37%	85

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Beirne Wealth Consulting Services's LMBS Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2019, closing a stake of 5,308 shares — an estimated $276K sold.

Beirne Wealth Consulting Services first reported a position in LMBS in Q4 2018 and held it in 4 quarters. The position peaked at $435K in Q4 2018. 269 funds tracked by Wall St. Rank hold LMBS as of Q4 2019.

Beirne Wealth Consulting Services 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.
Beirne Wealth Consulting Services sold 5,308 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2019, an estimated $276K.
Beirne Wealth Consulting Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $435K in Q4 2018.
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 Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.