HNB
PDO

Hilltop National Bank’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Hilltop National Bank’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-750
Closed -$9.97K – 854
2024
Q2 		$9.97K Buy
+750
New +$9.85K ﹤0.01% 654

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Hilltop National Bank's PDO Position: Q3 2024 in Review

Hilltop National Bank sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2024, closing a stake of 750 shares — an estimated $9.97K sold.

Hilltop National Bank first reported a position in PDO in Q2 2024 and held it in 1 quarter. The position peaked at $9.97K in Q2 2024. 103 funds tracked by Wall St. Rank hold PDO as of Q3 2024.

  • Hilltop National Bank reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Hilltop National Bank sold 750 PIMCO Dynamic Income Opportunities Fund shares in Q3 2024, an estimated $9.97K.
  • Hilltop National Bank first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Hilltop National Bank's PIMCO Dynamic Income Opportunities Fund position peaked at $9.97K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2024.

Based on Hilltop National Bank's 13F filing for Q3 2024, filed 15 Oct 2024.