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LDUR icon

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

TRUADVICE’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
Q3 		– Sell
-41,756
Closed -$4.25M – 217
2021
Q2 		$4.25M Buy
41,756
+37,670
+922% +$3.84M 0.93% 22
2021
Q1 		$417K Sell
4,086
-141
-3% -$14.4K 0.12% 162
2020
Q4 		$432K Buy
4,227
+1,949
+86% +$199K 0.13% 155
2020
Q3 		$233K Buy
+2,278
New +$232K 0.1% 182

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

TRUADVICE's LDUR Position: Q3 2021 in Review

TRUADVICE sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2021, closing a stake of 41,756 shares — an estimated $4.25M sold.

TRUADVICE first reported a position in LDUR in Q3 2020 and held it in 4 quarters. The position peaked at $4.25M in Q2 2021. 126 funds tracked by Wall St. Rank hold LDUR as of Q3 2021.

  • TRUADVICE reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 41,756 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2021, an estimated $4.25M.
  • TRUADVICE first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.25M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.