RCAG
LDUR icon

Rehmann Capital Advisory Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Rehmann Capital Advisory Group’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
2020
Q3 		– Sell
-2,900
Closed -$293K – 436
2020
Q2 		$293K Sell
2,900
-136
-4% -$13.6K 0.04% 326
2020
Q1 		$302K Buy
+3,036
New +$303K 0.05% 280
2019
Q3 		– Sell
-63,815
Closed -$6.4M – 1946
2019
Q2 		$6.4M Buy
63,815
+8,883
+16% +$887K 0.79% 23
2019
Q1 		$5.48M Sell
54,932
-308,551
-85% -$30.6M 0.74% 24
2018
Q4 		$33.7M Buy
363,483
+311,660
+601% +$30.9M 5.05% 2
2018
Q3 		$5.02M Sell
51,823
-4,633
-8% -$461K 0.69% 26
2018
Q2 		$5.63M Buy
56,456
+8,039
+17% +$801K 0.82% 21
2018
Q1 		$4.84M Buy
+48,417
New +$4.84M 0.75% 24

Other funds holding LDUR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return