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

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-492	Closed	-$50K	–	454
2016 Q3	$50K	Hold	492	–	–	0.01%	339
2016 Q2	$49K	Hold	492	–	–	0.01%	344
2016 Q1	$49K	Hold	492	–	–	0.01%	326
2015 Q4	$49K	Hold	492	–	–	0.01%	290
2015 Q3	$49K	Hold	492	–	–	0.01%	296
2015 Q2	$50K	Hold	492	–	–	0.01%	293
2015 Q1	$50K	Hold	492	–	–	0.01%	283
2014 Q4	$49K	Buy	+492	New	+$49.9K	0.01%	267

Other funds holding LDUR

LTFS

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

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

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

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

HCM

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

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

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MYCIO Wealth Partners's LDUR Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2016, closing a stake of 492 shares — an estimated $50K sold.

MYCIO Wealth Partners first reported a position in LDUR in Q4 2014 and held it in 8 quarters. The position peaked at $50K in Q3 2016. 20 funds tracked by Wall St. Rank hold LDUR as of Q4 2016.

MYCIO Wealth Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 492 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2016, an estimated $50K.
MYCIO Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2014 and held it in 8 quarters.
MYCIO Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $50K in Q3 2016.
20 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.