Creative Planning’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Creative Planning’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
2015 Q2	–	Sell	-650	Closed	-$11K	–	1809
2015 Q1	$11K	Sell	650 -1,050	-62%	-$18.8K	﹤0.01%	3129
2014 Q4	$30K	Buy	+1,700	New	+$30.3K	﹤0.01%	2341

Other funds holding GDO

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Creative Planning's GDO Position: Q2 2015 in Review

Creative Planning sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2015, closing a stake of 650 shares — an estimated $11K sold.

Creative Planning first reported a position in GDO in Q4 2014 and held it in 2 quarters. The position peaked at $30K in Q4 2014. 33 funds tracked by Wall St. Rank hold GDO as of Q2 2015.

Creative Planning reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 650 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2015, an estimated $11K.
Creative Planning first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2014 and held it in 2 quarters.
Creative Planning's Western Asset Global Corporate Defined Opportunity Fund position peaked at $30K in Q4 2014.
33 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.