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Hoover Financial Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Hoover Financial Advisors’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
Q1 		– Sell
-49
Closed -$5K – 625
2020
Q4 		$5K Hold
49
– – ﹤0.01% 459
2020
Q3 		$5K Buy
+49
New +$5K ﹤0.01% 173

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Hoover Financial Advisors's LDUR Position: Q1 2021 in Review

Hoover Financial Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2021, closing a stake of 49 shares — an estimated $5K sold.

Hoover Financial Advisors first reported a position in LDUR in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 109 funds tracked by Wall St. Rank hold LDUR as of Q1 2021.

  • Hoover Financial Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 49 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2021, an estimated $5K.
  • Hoover Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $5K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.