Braun-Bostich & Associates’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Braun-Bostich & Associates’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	–	297
2020 Q2	$244K	Hold	2,389	–	–	0.24%	65
2020 Q1	$233K	Hold	2,389	–	–	0.3%	66
2019 Q4	$239K	Buy	+2,389	New	+$239K	0.24%	69
2019 Q3	–	Sell	-889	Closed	-$89K	–	204
2019 Q2	$89K	Hold	889	–	–	0.09%	147
2019 Q1	$89K	Hold	889	–	–	0.09%	168
2018 Q4	$88K	Buy	+889	New	+$88.3K	0.09%	145

Other funds holding LDUR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Braun-Bostich & Associates's LDUR Position: Q3 2020 in Review

Braun-Bostich & Associates 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.

Braun-Bostich & Associates first reported a position in LDUR in Q4 2018 and held it in 6 quarters. The position peaked at $244K in Q2 2020. 90 funds tracked by Wall St. Rank hold LDUR as of Q3 2020.

Braun-Bostich & Associates reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 2,389 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2020, an estimated $244K.
Braun-Bostich & Associates first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2018 and held it in 6 quarters.
Braun-Bostich & Associates'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 Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.