American Portfolios Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

American Portfolios Advisors’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
2020 Q2	–	Sell	-900	Closed	-$12.4K	–	2860
2020 Q1	$12.4K	Buy	+900	New	+$15.3K	﹤0.01%	1730
2018 Q3	–	Sell	-324	Closed	-$5.43K	–	2440
2018 Q2	$5.43K	Hold	324	–	–	﹤0.01%	1953
2018 Q1	$5.42K	Hold	324	–	–	﹤0.01%	1856
2017 Q4	$5.83K	Buy	+324	New	+$5.88K	﹤0.01%	1775

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

RJA

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Portfolios Advisors's GDO Position: Q2 2020 in Review

American Portfolios Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2020, closing a stake of 900 shares — an estimated $12.4K sold.

American Portfolios Advisors first reported a position in GDO in Q4 2017 and held it in 4 quarters. The position peaked at $12.4K in Q1 2020. 36 funds tracked by Wall St. Rank hold GDO as of Q2 2020.

American Portfolios Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2020 after selling out during the quarter.
American Portfolios Advisors sold 900 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2020, an estimated $12.4K.
American Portfolios Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2017 and held it in 4 quarters.
American Portfolios Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $12.4K in Q1 2020.
36 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2020.

Based on American Portfolios Advisors's 13F filing for Q2 2020, filed 24 Mar 2023.