CA
GDO

Calton & Associates’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-184
Closed -$3K – 697
2017
Q4 		$3K Buy
+184
New +$3.34K ﹤0.01% 1324

Other funds holding GDO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Calton & Associates's GDO Position: Q1 2018 in Review

Calton & Associates sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2018, closing a stake of 184 shares — an estimated $3K sold.

Calton & Associates first reported a position in GDO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 37 funds tracked by Wall St. Rank hold GDO as of Q1 2018.

  • Calton & Associates reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 184 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Western Asset Global Corporate Defined Opportunity Fund position peaked at $3K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.