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

Burt Wealth 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
2021 Q1	–	Sell	-685	Closed	-$70K	–	236
2020 Q4	$70K	Hold	685	–	–	0.02%	156
2020 Q3	$70K	Hold	685	–	–	0.03%	150
2020 Q2	$70K	Hold	685	–	–	0.03%	151
2020 Q1	$68K	Hold	685	–	–	0.03%	142
2019 Q4	$68K	Hold	685	–	–	0.03%	153
2019 Q3	$69K	Hold	685	–	–	0.03%	150
2019 Q2	$69K	Hold	685	–	–	0.03%	148
2019 Q1	$68K	Sell	685 -145	-17%	-$14.4K	0.03%	150
2018 Q4	$82K	Hold	830	–	–	0.04%	137
2018 Q3	$83K	Buy	+830	New	+$82.6K	0.04%	152

Other funds holding LDUR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Burt Wealth Advisors's LDUR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2021, closing a stake of 685 shares — an estimated $70K sold.

Burt Wealth Advisors first reported a position in LDUR in Q3 2018 and held it in 10 quarters. The position peaked at $83K in Q3 2018. 109 funds tracked by Wall St. Rank hold LDUR as of Q1 2021.

Burt Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 685 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2021, an estimated $70K.
Burt Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2018 and held it in 10 quarters.
Burt Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $83K in Q3 2018.
109 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.