Tower Research Capital (TRC)’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Tower Research Capital (TRC)’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 Q4	–	Sell	-1,601	Closed	-$19K	–	6108
2023 Q3	$19K	Buy	+1,601	New	+$20.4K	﹤0.01%	3425
2023 Q1	–	Sell	-409	Closed	-$5K	–	6165
2022 Q4	$5K	Buy	+409	New	+$5.63K	﹤0.01%	4894
2022 Q1	–	Sell	-187	Closed	-$4K	–	6438
2021 Q4	$4K	Buy	+187	New	+$3.84K	﹤0.01%	5334
2021 Q3	–	Sell	-872	Closed	-$20K	–	6056
2021 Q2	$20K	Buy	+872	New	+$18.3K	﹤0.01%	3890

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Tower Research Capital (TRC)'s PDO Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2023, closing a stake of 1,601 shares — an estimated $19K sold.

Tower Research Capital (TRC) first reported a position in PDO in Q2 2021 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 112 funds tracked by Wall St. Rank hold PDO as of Q4 2023.

Tower Research Capital (TRC) reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 1,601 PIMCO Dynamic Income Opportunities Fund shares in Q4 2023, an estimated $19K.
Tower Research Capital (TRC) first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and held it in 4 quarters.
Tower Research Capital (TRC)'s PIMCO Dynamic Income Opportunities Fund position peaked at $20K in Q2 2021.
112 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.