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Tortoise Investment Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-650
Closed -$9K – 770
2022
Q2 		$9K Buy
+650
New +$10.1K ﹤0.01% 533

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Invesco
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Royal Bank of Canada
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AWA
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SCM
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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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Tortoise Investment Management's PDO Position: Q3 2022 in Review

Tortoise Investment Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2022, closing a stake of 650 shares — an estimated $9K sold.

Tortoise Investment Management first reported a position in PDO in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 80 funds tracked by Wall St. Rank hold PDO as of Q3 2022.

  • Tortoise Investment Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 650 PIMCO Dynamic Income Opportunities Fund shares in Q3 2022, an estimated $9K.
  • Tortoise Investment Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • Tortoise Investment Management's PIMCO Dynamic Income Opportunities Fund position peaked at $9K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2022.

Based on Tortoise Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.