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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rehmann Capital Advisory Group's LDUR Position: Q3 2020 in Review

Rehmann Capital Advisory Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2020, closing a stake of 2,900 shares — an estimated $293K sold.

Rehmann Capital Advisory Group first reported a position in LDUR in Q1 2018 and held it in 8 quarters. The position peaked at $33.7M in Q4 2018. 90 funds tracked by Wall St. Rank hold LDUR as of Q3 2020.

Rehmann Capital Advisory Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,900 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2020, an estimated $293K.
Rehmann Capital Advisory Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $33.7M in Q4 2018.
90 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2020.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2020, filed 19 Nov 2020.