CA
GDO

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

Crewe 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
Q4 		– Sell
-533
Closed -$9K – 537
2020
Q3 		$9K Hold
533
– – ﹤0.01% 263
2020
Q2 		$9K Buy
+533
New +$8.38K ﹤0.01% 167

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Crewe Advisors's GDO Position: Q4 2020 in Review

Crewe Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2020, closing a stake of 533 shares — an estimated $9K sold.

Crewe Advisors first reported a position in GDO in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 42 funds tracked by Wall St. Rank hold GDO as of Q4 2020.

  • Crewe Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Crewe Advisors sold 533 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2020, an estimated $9K.
  • Crewe Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2020 and held it in 2 quarters.
  • Crewe Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $9K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.