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

Carmichael Hill & 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
2022 Q2	–	Sell	-82	Closed	-$8K	–	847
2022 Q1	$8K	Hold	82	–	–	﹤0.01%	636
2021 Q4	$8K	Hold	82	–	–	﹤0.01%	649
2021 Q3	$8K	Hold	82	–	–	﹤0.01%	630
2021 Q2	$8K	Buy	+82	New	+$8.35K	﹤0.01%	623

Other funds holding LDUR

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

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

Carmichael Hill & Associates's LDUR Position: Q2 2022 in Review

Carmichael Hill & Associates sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022, closing a stake of 82 shares — an estimated $8K sold.

Carmichael Hill & Associates first reported a position in LDUR in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

Carmichael Hill & Associates reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 82 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2022, an estimated $8K.
Carmichael Hill & Associates first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 4 quarters.
Carmichael Hill & Associates's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $8K in Q1 2022.
156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on Carmichael Hill & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.