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Cedar Brook Financial Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-4,750
Closed -$451K – 242
2024
Q1 		$451K Buy
4,750
+6
+0.1% +$569 0.09% 223
2023
Q4 		$450K Sell
4,744
-629
-12% -$59.1K 0.1% 209
2023
Q3 		$504K Sell
5,373
-5
-0.1% -$469 0.13% 173
2023
Q2 		$504K Sell
5,378
-1,735
-24% -$164K 0.12% 177
2023
Q1 		$675K Buy
7,113
+227
+3% +$21.5K 0.17% 137
2022
Q4 		$649K Sell
6,886
-1,124
-14% -$106K 0.18% 137
2022
Q3 		$759K Sell
8,010
-205
-2% -$19.6K 0.24% 106
2022
Q2 		$789K Buy
8,215
+7
+0.1% +$678 0.25% 101
2022
Q1 		$801K Buy
8,208
+4
+0% +$397 0.21% 117
2021
Q4 		$825K Buy
8,204
+939
+13% +$95K 0.21% 115
2021
Q3 		$740K Sell
7,265
-26
-0.4% -$2.65K 0.22% 118
2021
Q2 		$742K Sell
7,291
-8
-0.1% -$815 0.21% 119
2021
Q1 		$744K Sell
7,299
-11,333
-61% -$1.16M 0.26% 94
2020
Q4 		$1.9M Buy
18,632
+385
+2% +$39.3K 0.67% 32
2020
Q3 		$1.86M Buy
+18,247
New +$1.86M 0.73% 28

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Brook Financial Partners's LDUR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2024, closing a stake of 4,750 shares — an estimated $451K sold.

Cedar Brook Financial Partners first reported a position in LDUR in Q3 2020 and held it in 15 quarters. The position peaked at $1.9M in Q4 2020. 153 funds tracked by Wall St. Rank hold LDUR as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,750 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2024, an estimated $451K.
  • Cedar Brook Financial Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 15 quarters.
  • Cedar Brook Financial Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.9M in Q4 2020.
  • 153 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.