Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / RAFI ESG US
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
353,738
-
Shares change
-
+54,675
-
Total reported value, excl. options
-
$10,329,000
-
Value change
-
+$1,596,508
-
Number of buys
-
8
-
Number of sells
-
-2
-
Price
-
$29.2
Significant Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q1 2021
11 filings reported holding RAFE - PIMCO EQUITY SER - RAFI ESG US as of Q1 2021.
PIMCO EQUITY SER - RAFI ESG US (RAFE) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 353,738 shares
.
Largest 10 shareholders include Arlington Financial Advisors, LLC (118,763 shares), RHS Financial, LLC (55,489 shares), RETIREMENT CAPITAL STRATEGIES (49,198 shares), JNBA Financial Advisors (36,072 shares), JANE STREET GROUP, LLC (33,483 shares), Parametric Portfolio Associates LLC (17,068 shares), True North Advisors, LLC (17,068 shares), Dynamic Advisor Solutions LLC (12,984 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11,021 shares), and Larson Financial Group LLC (2,213 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.