UMC
PDO

United Maritime Capital’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

United Maritime Capital’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
2021
Q3 		– Sell
-17,000
Closed -$394K – 87
2021
Q2 		$394K Sell
17,000
-9,500
-36% -$199K 0.3% 52
2021
Q1 		$532K Buy
+26,500
New +$539K 0.44% 41

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

United Maritime Capital's PDO Position: Q3 2021 in Review

United Maritime Capital sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2021, closing a stake of 17,000 shares — an estimated $394K sold.

United Maritime Capital first reported a position in PDO in Q1 2021 and held it in 2 quarters. The position peaked at $532K in Q1 2021. 50 funds tracked by Wall St. Rank hold PDO as of Q3 2021.

  • United Maritime Capital reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • United Maritime Capital sold 17,000 PIMCO Dynamic Income Opportunities Fund shares in Q3 2021, an estimated $394K.
  • United Maritime Capital first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and held it in 2 quarters.
  • United Maritime Capital's PIMCO Dynamic Income Opportunities Fund position peaked at $532K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2021.

Based on United Maritime Capital's 13F filing for Q3 2021, filed 25 Oct 2021.