SN
PDO

Sittner & Nelson’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sittner & Nelson’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
2022
Q4 		– Sell
-3,044
Closed -$40K – 471
2022
Q3 		$40K Buy
+3,044
New +$45K 0.03% 229

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return

Sittner & Nelson's PDO Position: Q4 2022 in Review

Sittner & Nelson sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2022, closing a stake of 3,044 shares — an estimated $40K sold.

Sittner & Nelson first reported a position in PDO in Q3 2022 and held it in 1 quarter. The position peaked at $40K in Q3 2022. 96 funds tracked by Wall St. Rank hold PDO as of Q4 2022.

  • Sittner & Nelson reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Sittner & Nelson sold 3,044 PIMCO Dynamic Income Opportunities Fund shares in Q4 2022, an estimated $40K.
  • Sittner & Nelson first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • Sittner & Nelson's PIMCO Dynamic Income Opportunities Fund position peaked at $40K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2022.

Based on Sittner & Nelson's 13F filing for Q4 2022, filed 2 Feb 2023.