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Fort Point Capital Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Fort Point Capital Partners’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
2021
Q3 		– Sell
-3,800
Closed -$386K – 253
2021
Q2 		$386K Buy
+3,800
New +$387K 0.07% 119

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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Fort Point Capital Partners's LDUR Position: Q3 2021 in Review

Fort Point Capital Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2021, closing a stake of 3,800 shares — an estimated $386K sold.

Fort Point Capital Partners first reported a position in LDUR in Q2 2021 and held it in 1 quarter. The position peaked at $386K in Q2 2021. 126 funds tracked by Wall St. Rank hold LDUR as of Q3 2021.

  • Fort Point Capital Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,800 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2021, an estimated $386K.
  • Fort Point Capital Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 1 quarter.
  • Fort Point Capital Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $386K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2021.

Based on Fort Point Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.