3D ASSET MANAGEMENT, INC LMBS Holdings History
3D ASSET MANAGEMENT, INC's First Trust Low Duration Mortgage Opportunities ET Holding Summary
As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 295,918.00 shares of First Trust Low Duration Mortgage Opportunities ET(LMBS), totaling $15.29 Mil. This investment constitutes 7.82% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 0.26% of the outstanding First Trust Low Duration Mortgage Opportunities ET(LMBS) stock.
The initial trade took place in 2019Q1. And since then 3D ASSET MANAGEMENT, INC has made 2 purchases of LMBS, at an average price of $51.16, for a total of 399,327.00 shares. In addition, there have been 5 sales at an average price of $51.74 for 103,409.00 shares. Based on historical transaction data and LMBS's current price of $49.05, 3D ASSET MANAGEMENT, INC's estimated gain on his LMBS holdings is $-565,207.16, reflecting a -2.77% gain to date.
3D ASSET MANAGEMENT, INC LMBS ($49.05) Holding Chart
3D ASSET MANAGEMENT, INC LMBS ($49.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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