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

Slow Capital’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 Q1	–	Sell	-2,450	Closed	-$246K	–	162
2021 Q4	$246K	Hold	2,450	–	–	0.04%	161
2021 Q3	$249K	Hold	2,450	–	–	0.05%	169
2021 Q2	$249K	Hold	2,450	–	–	0.05%	165
2021 Q1	$250K	Sell	2,450 -1,470	-38%	-$150K	0.05%	166
2020 Q4	$400K	Buy	3,920 +2,320	+145%	+$237K	0.1%	149
2020 Q3	$163K	Buy	+1,600	New	+$163K	0.04%	174

Other funds holding LDUR

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

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

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

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

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

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

EGWAG

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

HCM

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

HHGA

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

Slow Capital's LDUR Position: Q1 2022 in Review

Slow Capital sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 2,450 shares — an estimated $246K sold.

Slow Capital first reported a position in LDUR in Q3 2020 and held it in 6 quarters. The position peaked at $400K in Q4 2020. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

Slow Capital reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Slow Capital sold 2,450 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $246K.
Slow Capital first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 6 quarters.
Slow Capital's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $400K in Q4 2020.
143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on Slow Capital's 13F filing for Q1 2022, filed 2 May 2022.