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Family Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Family Management’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
2019
Q4 		– Sell
-525
Closed -$53K – 202
2019
Q3 		$53K Hold
525
– – 0.02% 164
2019
Q2 		$53K Buy
+525
New +$52.4K 0.02% 156

Other funds holding LDUR

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Management's LDUR Position: Q4 2019 in Review

Family Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2019, closing a stake of 525 shares — an estimated $53K sold.

Family Management first reported a position in LDUR in Q2 2019 and held it in 2 quarters. The position peaked at $53K in Q3 2019. 69 funds tracked by Wall St. Rank hold LDUR as of Q4 2019.

  • Family Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • Family Management sold 525 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2019, an estimated $53K.
  • Family Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2019 and held it in 2 quarters.
  • Family Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $53K in Q3 2019.
  • 69 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.