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

Creative Financial Designs’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
2018 Q2	–	Sell	-30	Closed	-$3K	–	774
2018 Q1	$3K	Hold	30	–	–	﹤0.01%	565
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	561
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	588
2017 Q2	$3K	Buy	30 +1	+3%	+$101	﹤0.01%	592
2017 Q1	$3K	Hold	29	–	–	﹤0.01%	558
2016 Q4	$3K	Buy	+29	New	+$2.92K	﹤0.01%	540

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HCM

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Creative Financial Designs's LDUR Position: Q2 2018 in Review

Creative Financial Designs sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2018, closing a stake of 30 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in LDUR in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 47 funds tracked by Wall St. Rank hold LDUR as of Q2 2018.

Creative Financial Designs reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
Creative Financial Designs sold 30 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2018, an estimated $3K.
Creative Financial Designs first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2016 and held it in 6 quarters.
Creative Financial Designs's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3K in Q1 2018.
47 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2018.

Based on Creative Financial Designs's 13F filing for Q2 2018, filed 13 Jul 2018.