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

Benedict 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
2022 Q1	–	Sell	-38,334	Closed	-$3.86M	–	124
2021 Q4	$3.86M	Sell	38,334 -5,258	-12%	-$532K	1.01%	40
2021 Q3	$4.44M	Sell	43,592 -11,305	-21%	-$1.15M	1.24%	26
2021 Q2	$5.58M	Buy	54,897 +371	+0.7%	+$37.8K	1.55%	17
2021 Q1	$5.56M	Buy	+54,526	New	+$5.57M	1.61%	16

Other funds holding LDUR

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Benedict Financial Advisors's LDUR Position: Q1 2022 in Review

Benedict Financial Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 38,334 shares — an estimated $3.86M sold.

Benedict Financial Advisors first reported a position in LDUR in Q1 2021 and held it in 4 quarters. The position peaked at $5.58M in Q2 2021. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

Benedict Financial Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Benedict Financial Advisors sold 38,334 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $3.86M.
Benedict Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and held it in 4 quarters.
Benedict Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $5.58M in Q2 2021.
143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on Benedict Financial Advisors's 13F filing for Q1 2022, filed 3 May 2022.