Intelligence Driven Advisers’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Intelligence Driven Advisers’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
2019 Q2	–	Sell	-2,750	Closed	-$274K	–	112
2019 Q1	$274K	Hold	2,750	–	–	0.15%	77
2018 Q4	$272K	Buy	+2,750	New	+$273K	0.17%	80

Other funds holding LDUR

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intelligence Driven Advisers's LDUR Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2019, closing a stake of 2,750 shares — an estimated $274K sold.

Intelligence Driven Advisers first reported a position in LDUR in Q4 2018 and held it in 2 quarters. The position peaked at $274K in Q1 2019. 58 funds tracked by Wall St. Rank hold LDUR as of Q2 2019.

Intelligence Driven Advisers reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Intelligence Driven Advisers sold 2,750 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2019, an estimated $274K.
Intelligence Driven Advisers first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
Intelligence Driven Advisers's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $274K in Q1 2019.
58 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.