Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / RAFI ESG US
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Number of holders
-
11
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Total 13F shares, excl. options
-
353,738
-
Shares change
-
+54,675
-
Total reported value, excl. options
-
$10,329,000
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Value change
-
+$1,596,509
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Number of buys
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8
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Number of sells
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2
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Price
-
$29.20
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q1 2021
As of 31 Mar 2021 PIMCO EQUITY SER - RAFI ESG US (RAFE) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 353,738 shares of stock of the company.
Largest 10 holders included Arlington Financial Advisors, LLC, RHS Financial, LLC, RETIREMENT CAPITAL STRATEGIES, JNBA Financial Advisors, JANE STREET GROUP, LLC, Parametric Portfolio Associates LLC, True North Advisors, LLC, Dynamic Advisor Solutions LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Larson Financial Group LLC.
This table shows 11 institutional shareholders of the security as of 31 Mar 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.