Commonwealth Equity Services’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Commonwealth Equity Services’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
2025 Q3	–	Sell	-16,627	Closed	-$196K	–	4312
2025 Q2	$196K	Sell	16,627 -990	-6%	-$11.2K	﹤0.01%	3928
2025 Q1	$204K	Sell	17,617 -7,331	-29%	-$83.3K	﹤0.01%	3822
2024 Q4	$283K	Buy	24,948 +4,998	+25%	+$59.2K	﹤0.01%	3460
2024 Q3	$257K	Sell	19,950 -1,495	-7%	-$18.9K	﹤0.01%	3487
2024 Q2	$262K	Sell	21,445 -20,517	-49%	-$250K	﹤0.01%	3418
2024 Q1	$524K	Sell	41,962 -42,859	-51%	-$538K	﹤0.01%	2780
2023 Q4	$1.08M	Sell	84,821 -60,228	-42%	-$715K	﹤0.01%	2115
2023 Q3	$1.72M	Sell	145,049 -37,263	-20%	-$457K	﹤0.01%	1713
2023 Q2	$2.25M	Sell	182,312 -8,335	-4%	-$103K	﹤0.01%	1540
2023 Q1	$2.42M	Sell	190,647 -37,049	-16%	-$480K	0.01%	1443
2022 Q4	$2.91M	Buy	227,696 +17,877	+9%	+$218K	0.01%	1254
2022 Q3	$2.34M	Buy	209,819 +14,013	+7%	+$190K	0.01%	1324
2022 Q2	$2.66M	Buy	195,806 +28,162	+17%	+$401K	0.01%	1251
2022 Q1	$2.49M	Buy	167,644 +73,051	+77%	+$1.17M	0.01%	1367
2021 Q4	$1.65M	Buy	94,593 +21,349	+29%	+$378K	﹤0.01%	1623
2021 Q3	$1.32M	Buy	73,244 +6,914	+10%	+$127K	﹤0.01%	1726
2021 Q2	$1.23M	Buy	66,330 +16,109	+32%	+$291K	﹤0.01%	1762
2021 Q1	$884K	Buy	50,221 +7,291	+17%	+$130K	﹤0.01%	1896
2020 Q4	$777K	Buy	42,930 +13,761	+47%	+$240K	﹤0.01%	1826
2020 Q3	$483K	Buy	+29,169	New	+$499K	﹤0.01%	1986

Other funds holding GDO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services's GDO Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2025, closing a stake of 16,627 shares — an estimated $196K sold.

Commonwealth Equity Services first reported a position in GDO in Q3 2020 and held it in 20 quarters. The position peaked at $2.91M in Q4 2022. 32 funds tracked by Wall St. Rank hold GDO as of Q3 2025.

Commonwealth Equity Services reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 16,627 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2025, an estimated $196K.
Commonwealth Equity Services first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2020 and held it in 20 quarters.
Commonwealth Equity Services's Western Asset Global Corporate Defined Opportunity Fund position peaked at $2.91M in Q4 2022.
32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.