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

Creative Planning’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
2015
Q2 		– Sell
-7
Closed -$1K – 2141
2015
Q1 		$1K Buy
+7
New +$707 ﹤0.01% 4039

Other funds holding LDUR

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APSP
Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Creative Planning's LDUR Position: Q2 2015 in Review

Creative Planning sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2015, closing a stake of 7 shares — an estimated $1K sold.

Creative Planning first reported a position in LDUR in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 14 funds tracked by Wall St. Rank hold LDUR as of Q2 2015.

  • Creative Planning reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 7 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2015, an estimated $1K.
  • Creative Planning first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2015 and held it in 1 quarter.
  • Creative Planning's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.