Proffitt & Goodson’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Proffitt & Goodson’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 Q4	–	Sell	-289	Closed	-$27K	–	244
2022 Q3	$27K	Sell	289 -177	-38%	-$16.9K	0.01%	174
2022 Q2	$45K	Sell	466 -209	-31%	-$20.3K	0.01%	168
2022 Q1	$66K	Hold	675	–	–	0.01%	166
2021 Q4	$68K	Hold	675	–	–	0.01%	149
2021 Q3	$69K	Hold	675	–	–	0.01%	146
2021 Q2	$69K	Hold	675	–	–	0.01%	148
2021 Q1	$69K	Hold	675	–	–	0.01%	143
2020 Q4	$69K	Hold	675	–	–	0.01%	141
2020 Q3	$69K	Hold	675	–	–	0.01%	134
2020 Q2	$69K	Hold	675	–	–	0.02%	128
2020 Q1	$67K	Hold	675	–	–	0.02%	106
2019 Q4	$67K	Hold	675	–	–	0.02%	119
2019 Q3	$68K	Hold	675	–	–	0.02%	120
2019 Q2	$68K	Sell	675 -588	-47%	-$58.7K	0.02%	121
2019 Q1	$126K	Hold	1,263	–	–	0.03%	87
2018 Q4	$125K	Hold	1,263	–	–	0.03%	78
2018 Q3	$126K	Buy	+1,263	New	+$126K	0.03%	70

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Proffitt & Goodson's LDUR Position: Q4 2022 in Review

Proffitt & Goodson sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 289 shares — an estimated $27K sold.

Proffitt & Goodson first reported a position in LDUR in Q3 2018 and held it in 17 quarters. The position peaked at $126K in Q1 2019. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

Proffitt & Goodson reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Proffitt & Goodson sold 289 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $27K.
Proffitt & Goodson first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2018 and held it in 17 quarters.
Proffitt & Goodson's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $126K in Q1 2019.
162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on Proffitt & Goodson's 13F filing for Q4 2022, filed 20 Jan 2023.