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

TCI Wealth Advisors’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	-205	Closed	-$21K	–	2204
2020 Q4	$21K	Buy	+205	New	+$20.9K	0.01%	486
2018 Q1	–	Sell	-44	Closed	-$4K	–	1399
2017 Q4	$4K	Buy	+44	New	+$4.44K	﹤0.01%	837

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

TCI Wealth Advisors's LDUR Position: Q1 2021 in Review

TCI Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2021, closing a stake of 205 shares — an estimated $21K sold.

TCI Wealth Advisors first reported a position in LDUR in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 109 funds tracked by Wall St. Rank hold LDUR as of Q1 2021.

TCI Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
TCI Wealth Advisors sold 205 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2021, an estimated $21K.
TCI Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
TCI Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $21K 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 TCI Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.