RMR Wealth Builders’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-744	Closed	-$76K	–	452
2021 Q1	$76K	Hold	744	–	–	0.02%	306
2020 Q4	$76K	Buy	+744	New	+$75.9K	0.04%	223
2020 Q3	–	Sell	-744	Closed	-$76K	–	358
2020 Q2	$76K	Buy	+744	New	+$74.6K	0.07%	190
2019 Q4	$74K	Buy	+744	New	+$74.4K	0.07%	199

Other funds holding LDUR

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

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

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

AFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RMR Wealth Builders's LDUR Position: Q2 2021 in Review

RMR Wealth Builders sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2021, closing a stake of 744 shares — an estimated $76K sold.

RMR Wealth Builders first reported a position in LDUR in Q4 2019 and held it in 4 quarters. The position peaked at $76K in Q1 2021. 123 funds tracked by Wall St. Rank hold LDUR as of Q2 2021.

RMR Wealth Builders reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 744 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2021, an estimated $76K.
RMR Wealth Builders first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $76K in Q1 2021.
123 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.