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

Monument Capital 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	-4,815	Closed	-$492K	–	97
2020 Q3	$492K	Buy	4,815 +24	+0.5%	+$2.45K	0.26%	73
2020 Q2	$488K	Buy	4,791 +30	+0.6%	+$3.01K	0.29%	71
2020 Q1	$471K	Buy	4,761 +35	+0.7%	+$3.49K	0.34%	63
2019 Q4	$472K	Buy	4,726 +43	+0.9%	+$4.3K	0.24%	78
2019 Q3	$470K	Buy	4,683 +13	+0.3%	+$1.3K	0.26%	80
2019 Q2	$467K	Hold	4,670	–	–	0.25%	80
2019 Q1	$466K	Hold	4,670	–	–	0.27%	76
2018 Q4	$461K	Sell	4,670 -3,350	-42%	-$333K	0.29%	76
2018 Q3	$799K	Hold	8,020	–	–	0.45%	63
2018 Q2	$800K	Buy	+8,020	New	+$799K	0.55%	60

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

Monument Capital Management's LDUR Position: Q4 2020 in Review

Monument Capital Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2020, closing a stake of 4,815 shares — an estimated $492K sold.

Monument Capital Management first reported a position in LDUR in Q2 2018 and held it in 10 quarters. The position peaked at $800K in Q2 2018. 110 funds tracked by Wall St. Rank hold LDUR as of Q4 2020.

Monument Capital Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Monument Capital Management sold 4,815 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2020, an estimated $492K.
Monument Capital Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2018 and held it in 10 quarters.
Monument Capital Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $800K in Q2 2018.
110 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2020.

Based on Monument Capital Management's 13F filing for Q4 2020, filed 15 Jan 2021.