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LDUR icon

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

O'Brien 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
2017
Q2 		– Sell
-16,910
Closed -$1.71M – 34
2017
Q1 		$1.71M Sell
16,910
-29,350
-63% -$2.95M 0.95% 14
2016
Q4 		$4.64M Buy
46,260
+10,324
+29% +$1.04M 2.78% 9
2016
Q3 		$3.63M Sell
35,936
-9,952
-22% -$1M 2.37% 12
2016
Q2 		$4.61M Buy
45,888
+19,938
+77% +$1.99M 3.21% 11
2016
Q1 		$2.59M Buy
+25,950
New +$2.57M 2.01% 10

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HCM
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Bank of America
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CHA
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CWM
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Morgan Stanley
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Royal Bank of Canada
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Wells Fargo
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BRF
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LPL Financial
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