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

Capstone Financial Group’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	$748K	Buy	7,333 +316	+5%	+$32.2K	0.58%	43
2020 Q2	$714K	Buy	+7,017	New	+$703K	0.59%	44

Other funds holding LDUR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $617B AUM 30.33% 1-Year Est. Return

AFS

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Capstone Financial Group's LDUR Position: Q3 2020 in Review

Capstone Financial Group increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 4.5% in Q3 2020, buying an estimated $32.2K and bringing the position to 7,333 shares worth $748K. The position accounts for 0.58% of the portfolio, ranked #43.

Capstone Financial Group first reported a position in LDUR in Q2 2020 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold LDUR as of Q3 2020.

Capstone Financial Group held 7,333 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $748K as of Q3 2020.
Capstone Financial Group bought 316 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2020, an estimated $32.2K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.58% of Capstone Financial Group's portfolio in Q3 2020, its #43 holding.
Capstone Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 2 quarters since.
90 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.