S
PDO icon

SignatureFD’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

SignatureFD’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
2023
Q3 		– Sell
-4,000
Closed -$52.2K – 3277
2023
Q2 		$52.2K Hold
4,000
– – ﹤0.01% 1400
2023
Q1 		$49.6K Buy
+4,000
New +$53.8K ﹤0.01% 1395

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD's PDO Position: Q3 2023 in Review

SignatureFD sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2023, closing a stake of 4,000 shares — an estimated $52.2K sold.

SignatureFD first reported a position in PDO in Q1 2023 and held it in 2 quarters. The position peaked at $52.2K in Q2 2023. 109 funds tracked by Wall St. Rank hold PDO as of Q3 2023.

  • SignatureFD reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • SignatureFD sold 4,000 PIMCO Dynamic Income Opportunities Fund shares in Q3 2023, an estimated $52.2K.
  • SignatureFD first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2023 and held it in 2 quarters.
  • SignatureFD's PIMCO Dynamic Income Opportunities Fund position peaked at $52.2K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2023.

Based on SignatureFD's 13F filing for Q3 2023, filed 3 Nov 2023.