Pittenger & Anderson Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Pittenger & Anderson Inc’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 Q2	–	Sell	-1,638	Closed	-$84K	–	375
2019 Q1	$84K	Buy	+1,638	New	+$83.8K	0.01%	242

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Pittenger & Anderson Inc's LMBS Position: Q2 2019 in Review

Pittenger & Anderson Inc sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2019, closing a stake of 1,638 shares — an estimated $84K sold.

Pittenger & Anderson Inc first reported a position in LMBS in Q1 2019 and held it in 1 quarter. The position peaked at $84K in Q1 2019. 209 funds tracked by Wall St. Rank hold LMBS as of Q2 2019.

Pittenger & Anderson Inc reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2019 after selling out during the quarter.
Pittenger & Anderson Inc sold 1,638 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2019, an estimated $84K.
Pittenger & Anderson Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 1 quarter.
Pittenger & Anderson Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $84K in Q1 2019.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2019.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2019, filed 9 Aug 2019.