First Heartland Consultants’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

First Heartland Consultants’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
2020 Q1	–	Sell	-9,873	Closed	-$985K	–	281
2019 Q4	$985K	Buy	9,873 +2,232	+29%	+$223K	0.19%	114
2019 Q3	$767K	Buy	7,641 +4,888	+178%	+$490K	0.16%	123
2019 Q2	$276K	Buy	2,753 +575	+26%	+$57.4K	0.07%	219
2019 Q1	$217K	Buy	2,178 +1	+0%	+$99	0.06%	256
2018 Q4	$215K	Sell	2,177 -50	-2%	-$4.96K	0.08%	221
2018 Q3	$222K	Buy	+2,227	New	+$222K	0.07%	232

Other funds holding LDUR

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

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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

First Heartland Consultants's LDUR Position: Q1 2020 in Review

First Heartland Consultants sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2020, closing a stake of 9,873 shares — an estimated $985K sold.

First Heartland Consultants first reported a position in LDUR in Q3 2018 and held it in 6 quarters. The position peaked at $985K in Q4 2019. 71 funds tracked by Wall St. Rank hold LDUR as of Q1 2020.

First Heartland Consultants reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
First Heartland Consultants sold 9,873 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2020, an estimated $985K.
First Heartland Consultants first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2018 and held it in 6 quarters.
First Heartland Consultants's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $985K in Q4 2019.
71 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.