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

Other funds holding LDUR

LTFS

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

HCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $389M AUM 25.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Brien Wealth Partners's LDUR Position: Q2 2017 in Review

O'Brien Wealth Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2017, closing a stake of 16,910 shares — an estimated $1.71M sold.

O'Brien Wealth Partners first reported a position in LDUR in Q1 2016 and held it in 5 quarters. The position peaked at $4.64M in Q4 2016. 27 funds tracked by Wall St. Rank hold LDUR as of Q2 2017.

O'Brien Wealth Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
O'Brien Wealth Partners sold 16,910 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2017, an estimated $1.71M.
O'Brien Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2016 and held it in 5 quarters.
O'Brien Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.64M in Q4 2016.
27 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2017.

Based on O'Brien Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.