Commonwealth Equity Services’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Commonwealth Equity Services’s Portfolio LSST Stock Details LSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,509	Closed	-$200K	–	3878
2022 Q4	$200K	Sell	8,509 -650	-7%	-$15.3K	﹤0.01%	3237
2022 Q3	$214K	Sell	9,159 -6,943	-43%	-$165K	﹤0.01%	3112
2022 Q2	$383K	Buy	16,102 +252	+2%	+$6.05K	﹤0.01%	2621
2022 Q1	$384K	Buy	15,850 +5,728	+57%	+$141K	﹤0.01%	2751
2021 Q4	$251K	Sell	10,122 -33	-0.3%	-$827	﹤0.01%	3114
2021 Q3	$255K	Buy	10,155 +18	+0.2%	+$455	﹤0.01%	3066
2021 Q2	$255K	Buy	10,137 +20	+0.2%	+$505	﹤0.01%	3053
2021 Q1	$255K	Sell	10,117 -634	-6%	-$16.2K	﹤0.01%	2922
2020 Q4	$275K	Buy	10,751 +244	+2%	+$6.34K	﹤0.01%	2652
2020 Q3	$272K	Buy	10,507 +245	+2%	+$6.37K	﹤0.01%	2452
2020 Q2	$265K	Sell	10,262 -1,940	-16%	-$49.4K	﹤0.01%	2369
2020 Q1	$301K	Sell	12,202 -18	-0.1%	-$454	﹤0.01%	2061
2019 Q4	$308K	Buy	12,220 +108	+0.9%	+$2.73K	﹤0.01%	2296
2019 Q3	$305K	Sell	12,112 -722	-6%	-$18.2K	﹤0.01%	2229
2019 Q2	$323K	Sell	12,834 -2,808	-18%	-$70.4K	﹤0.01%	2146
2019 Q1	$390K	Buy	15,642 +69	+0.4%	+$1.71K	﹤0.01%	1957
2018 Q4	$383K	Buy	+15,573	New	+$384K	﹤0.01%	1842

Other funds holding LSST

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services's LSST Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q1 2023, closing a stake of 8,509 shares — an estimated $200K sold.

Commonwealth Equity Services first reported a position in LSST in Q4 2018 and held it in 17 quarters. The position peaked at $390K in Q1 2019. 15 funds tracked by Wall St. Rank hold LSST as of Q1 2023.

Commonwealth Equity Services reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 8,509 Natixis Loomis Sayles Short Duration Income ETF shares in Q1 2023, an estimated $200K.
Commonwealth Equity Services first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q4 2018 and held it in 17 quarters.
Commonwealth Equity Services's Natixis Loomis Sayles Short Duration Income ETF position peaked at $390K in Q1 2019.
15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.