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Patriot Financial Group Insurance Agency’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-545
Closed -$52K – 1261
2022
Q2 		$52K Sell
545
-96
-15% -$9.3K 0.01% 717
2022
Q1 		$63K Sell
641
-171
-21% -$17K 0.01% 714
2021
Q4 		$82K Buy
812
+103
+15% +$10.4K 0.01% 705
2021
Q3 		$72K Hold
709
– – 0.01% 747
2021
Q2 		$72K Sell
709
-17
-2% -$1.73K 0.01% 723
2021
Q1 		$74K Buy
726
+90
+14% +$9.19K 0.02% 648
2020
Q4 		$65K Buy
636
+149
+31% +$15.2K 0.02% 614
2020
Q3 		$50K Sell
487
-365
-43% -$37.2K 0.02% 539
2020
Q2 		$87K Buy
852
+689
+423% +$69K 0.03% 381
2020
Q1 		$16K Buy
163
+39
+31% +$3.89K 0.01% 717
2019
Q4 		$12K Buy
124
+56
+82% +$5.6K ﹤0.01% 797
2019
Q3 		$7K Buy
68
+49
+258% +$4.91K ﹤0.01% 873
2019
Q2 		$2K Hold
19
– – ﹤0.01% 1123
2019
Q1 		$2K Hold
19
– – ﹤0.01% 1014
2018
Q4 		$2K Hold
19
– – ﹤0.01% 840
2018
Q3 		$2K Hold
19
– – ﹤0.01% 862
2018
Q2 		$2K Buy
+19
New +$1.89K ﹤0.01% 543

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LDUR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2022, closing a stake of 545 shares — an estimated $52K sold.

Patriot Financial Group Insurance Agency first reported a position in LDUR in Q2 2018 and held it in 17 quarters. The position peaked at $87K in Q2 2020. 160 funds tracked by Wall St. Rank hold LDUR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 545 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2022, an estimated $52K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $87K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.