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

HoyleCohen’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
Q2 		– Sell
-3,230
Closed -$329K – 271
2021
Q1 		$329K Hold
3,230
– – 0.03% 207
2020
Q4 		$330K Buy
+3,230
New +$330K 0.04% 184

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HoyleCohen's LDUR Position: Q2 2021 in Review

HoyleCohen sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2021, closing a stake of 3,230 shares — an estimated $329K sold.

HoyleCohen first reported a position in LDUR in Q4 2020 and held it in 2 quarters. The position peaked at $330K in Q4 2020. 123 funds tracked by Wall St. Rank hold LDUR as of Q2 2021.

  • HoyleCohen reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • HoyleCohen sold 3,230 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2021, an estimated $329K.
  • HoyleCohen first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and held it in 2 quarters.
  • HoyleCohen's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $330K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2021.

Based on HoyleCohen's 13F filing for Q2 2021, filed 12 Aug 2021.