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Laidlaw Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Laidlaw Wealth Management’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
2020
Q1 		– Sell
-3,960
Closed -$395K – 164
2019
Q4 		$395K Buy
+3,960
New +$396K 0.25% 104

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HCM
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AFS
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Envestnet Asset Management
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Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's LDUR Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2020, closing a stake of 3,960 shares — an estimated $395K sold.

Laidlaw Wealth Management first reported a position in LDUR in Q4 2019 and held it in 1 quarter. The position peaked at $395K in Q4 2019. 71 funds tracked by Wall St. Rank hold LDUR as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,960 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2020, an estimated $395K.
  • Laidlaw Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $395K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.