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NBC Securities’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

NBC Securities’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
2024
Q1 		– Sell
-348
Closed -$32K – 2215
2023
Q4 		$32K Hold
348
– – ﹤0.01% 1277
2023
Q3 		$32K Buy
+348
New +$32.6K ﹤0.01% 1271

Other funds holding LDUR

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBC Securities's LDUR Position: Q1 2024 in Review

NBC Securities sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2024, closing a stake of 348 shares — an estimated $32K sold.

NBC Securities first reported a position in LDUR in Q3 2023 and held it in 2 quarters. The position peaked at $32K in Q4 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

  • NBC Securities reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 348 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $32K.
  • NBC Securities first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
  • NBC Securities's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $32K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.