Simplicity Solutions’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-31,106	Closed	-$3.17M	–	769
2020 Q4	$3.17M	Buy	+31,106	New	+$3.17M	0.05%	290
2020 Q3	–	Sell	-23,592	Closed	-$2.4M	–	907
2020 Q2	$2.4M	Buy	+23,592	New	+$2.36M	0.05%	271

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Simplicity Solutions's LDUR Position: Q1 2021 in Review

Simplicity Solutions sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2021, closing a stake of 31,106 shares — an estimated $3.17M sold.

Simplicity Solutions first reported a position in LDUR in Q2 2020 and held it in 2 quarters. The position peaked at $3.17M in Q4 2020. 109 funds tracked by Wall St. Rank hold LDUR as of Q1 2021.

Simplicity Solutions reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 31,106 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2021, an estimated $3.17M.
Simplicity Solutions first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and held it in 2 quarters.
Simplicity Solutions's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.17M in Q4 2020.
109 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.