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Fusion Investment Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Fusion Investment Group’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
Q4 		$239K Buy
2,395
+17
+0.7% +$1.71K 0.64% 46
2015
Q3 		$239K Buy
+2,378
New +$241K 0.56% 55

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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Investment Group's LDUR Position: Q4 2015 in Review

Fusion Investment Group increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.71% in Q4 2015, buying an estimated $1.71K and bringing the position to 2,395 shares worth $239K. The position accounts for 0.64% of the portfolio, ranked #46.

Fusion Investment Group first reported a position in LDUR in Q3 2015 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold LDUR as of Q4 2015.

  • Fusion Investment Group held 2,395 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $239K as of Q4 2015.
  • Fusion Investment Group bought 17 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2015, an estimated $1.71K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.64% of Fusion Investment Group's portfolio in Q4 2015, its #46 holding.
  • Fusion Investment Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2015 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.