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Gradient Investments’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Gradient Investments’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
2018
Q2 		– Sell
-240
Closed -$24K – 1079
2018
Q1 		$24K Hold
240
– – ﹤0.01% 442
2017
Q4 		$24K Buy
+240
New +$24.2K ﹤0.01% 438

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Gradient Investments's LDUR Position: Q2 2018 in Review

Gradient Investments sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2018, closing a stake of 240 shares — an estimated $24K sold.

Gradient Investments first reported a position in LDUR in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 47 funds tracked by Wall St. Rank hold LDUR as of Q2 2018.

  • Gradient Investments reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Gradient Investments sold 240 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2018, an estimated $24K.
  • Gradient Investments first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
  • Gradient Investments's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $24K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.