CA
GDO

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

Clearstead 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
2022
Q4 		– Sell
-218
Closed -$2K – 1345
2022
Q3 		$2K Hold
218
– – ﹤0.01% 1075
2022
Q2 		$3K Buy
+218
New +$3.11K ﹤0.01% 1052

Other funds holding GDO

Morgan Stanley
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Clearstead Advisors's GDO Position: Q4 2022 in Review

Clearstead Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2022, closing a stake of 218 shares — an estimated $2K sold.

Clearstead Advisors first reported a position in GDO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 45 funds tracked by Wall St. Rank hold GDO as of Q4 2022.

  • Clearstead Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 218 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2022, an estimated $2K.
  • Clearstead Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2022 and held it in 2 quarters.
  • Clearstead Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $3K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2022.

Based on Clearstead Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.