Mid Atlantic Financial Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Mid Atlantic Financial 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 Q4	–	Sell	-43,326	Closed	-$4.42M	–	813
2020 Q3	$4.42M	Buy	43,326 +7,987	+23%	+$814K	0.39%	57
2020 Q2	$3.6M	Buy	35,339 +3,537	+11%	+$354K	0.35%	66
2020 Q1	$3.15M	Buy	31,802 +20,212	+174%	+$2.01M	0.36%	61
2019 Q4	$1.16M	Buy	11,590 +5,291	+84%	+$529K	0.11%	180
2019 Q3	$632K	Buy	+6,299	New	+$631K	0.07%	294

Other funds holding LDUR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mid Atlantic Financial Management's LDUR Position: Q4 2020 in Review

Mid Atlantic Financial Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2020, closing a stake of 43,326 shares — an estimated $4.42M sold.

Mid Atlantic Financial Management first reported a position in LDUR in Q3 2019 and held it in 5 quarters. The position peaked at $4.42M in Q3 2020. 110 funds tracked by Wall St. Rank hold LDUR as of Q4 2020.

Mid Atlantic Financial Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 43,326 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2020, an estimated $4.42M.
Mid Atlantic Financial Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2019 and held it in 5 quarters.
Mid Atlantic Financial Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.42M in Q3 2020.
110 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.