Advisor Group’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Advisor Group’s Portfolio GDO Stock Details GDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$691K	Buy	37,896 +13,898	+58%	+$244K	﹤0.01%	1446
2019 Q3	$418K	Buy	23,998 +150	+0.6%	+$2.59K	﹤0.01%	1747
2019 Q2	$409K	Buy	23,848 +4,286	+22%	+$71.9K	﹤0.01%	1758
2019 Q1	$321K	Buy	19,562 +5,000	+34%	+$81.1K	﹤0.01%	1918
2018 Q4	$218K	Buy	14,562 +791	+6%	+$12.1K	﹤0.01%	2025
2018 Q3	$223K	Buy	13,771 +3,220	+31%	+$52.9K	﹤0.01%	2073
2018 Q2	$177K	Sell	10,551 -1,892	-15%	-$31.4K	﹤0.01%	2068
2018 Q1	$208K	Buy	12,443 +3,900	+46%	+$67.2K	﹤0.01%	1949
2017 Q4	$154K	Buy	8,543 +260	+3%	+$4.72K	﹤0.01%	2211
2017 Q3	$151K	Buy	8,283 +3,020	+57%	+$54.8K	﹤0.01%	2070
2017 Q2	$93K	Hold	5,263	–	–	﹤0.01%	2364
2017 Q1	$92K	Hold	5,263	–	–	﹤0.01%	2222
2016 Q4	$91K	Buy	5,263 +923	+21%	+$15.8K	﹤0.01%	2133
2016 Q3	$77K	Buy	4,340 +3,725	+606%	+$65.6K	﹤0.01%	2194
2016 Q2	$10K	Buy	+615	New	+$10.4K	﹤0.01%	3475

Other funds holding GDO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's GDO Position: Q4 2019 in Review

Advisor Group increased its Western Asset Global Corporate Defined Opportunity Fund (GDO) stake by 58% in Q4 2019, buying an estimated $244K and bringing the position to 37,896 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Advisor Group first reported a position in GDO in Q2 2016 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold GDO as of Q4 2019.

Advisor Group held 37,896 shares of Western Asset Global Corporate Defined Opportunity Fund worth $691K as of Q4 2019.
Advisor Group bought 13,898 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2019, an estimated $244K.
Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1446 holding.
Advisor Group first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2016 and has held it in 15 quarters since.
34 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.