Pin Oak Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Pin Oak Investment Advisors’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-340	Closed	-$18K	–	436
2019 Q2	$18K	Buy	+340	New	+$17.5K	0.01%	281

Other funds holding LMBS

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pin Oak Investment Advisors's LMBS Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2019, closing a stake of 340 shares — an estimated $18K sold.

Pin Oak Investment Advisors first reported a position in LMBS in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Pin Oak Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2019 after selling out during the quarter.
Pin Oak Investment Advisors sold 340 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $18K.
Pin Oak Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 1 quarter.
Pin Oak Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $18K in Q2 2019.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.