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

Clear Perspective 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 Q4	$1.05M	Sell	10,428 -425	-4%	-$43K	0.32%	57
2021 Q3	$1.1M	Buy	10,853 +1,141	+12%	+$116K	0.38%	46
2021 Q2	$988K	Buy	9,712 +939	+11%	+$95.7K	0.34%	56
2021 Q1	$895K	Sell	8,773 -224	-2%	-$22.9K	0.35%	62
2020 Q4	$918K	Buy	+8,997	New	+$918K	0.38%	51

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Perspective Advisors's LDUR Position: Q4 2021 in Review

Clear Perspective Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.9% in Q4 2021, selling an estimated $43K and leaving 10,428 shares worth $1.05M. The position accounts for 0.32% of the portfolio, ranked #57.

Clear Perspective Advisors first reported a position in LDUR in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2021. 144 funds tracked by Wall St. Rank hold LDUR as of Q4 2021.

Clear Perspective Advisors held 10,428 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.05M as of Q4 2021.
Clear Perspective Advisors sold 425 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2021, an estimated $43K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.32% of Clear Perspective Advisors's portfolio in Q4 2021, its #57 holding.
Clear Perspective Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and has held it in 5 quarters since.
Clear Perspective Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.1M in Q3 2021.
144 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.