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

Liberty 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
2021
Q4 		– Sell
-232
Closed -$24K – 689
2021
Q3 		$24K Hold
232
– – 0.01% 602
2021
Q2 		$24K Buy
232
+1
+0.4% +$102 0.01% 472
2021
Q1 		$23K Hold
231
– – 0.01% 437
2020
Q4 		$23K Buy
+231
New +$23.6K 0.01% 434

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's LDUR Position: Q4 2021 in Review

Liberty Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2021, closing a stake of 232 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in LDUR in Q4 2020 and held it in 4 quarters. The position peaked at $24K in Q3 2021. 144 funds tracked by Wall St. Rank hold LDUR as of Q4 2021.

  • Liberty Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 232 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2021, an estimated $24K.
  • Liberty Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $24K in Q3 2021.
  • 144 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.