EWA
GDO

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

Emergent Wealth 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
2024
Q1 		– Sell
-22,670
Closed -$289K – 118
2023
Q4 		$289K Buy
+22,670
New +$269K 0.27% 76

Other funds holding GDO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emergent Wealth Advisors's GDO Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2024, closing a stake of 22,670 shares — an estimated $289K sold.

Emergent Wealth Advisors first reported a position in GDO in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 49 funds tracked by Wall St. Rank hold GDO as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 22,670 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2024, an estimated $289K.
  • Emergent Wealth Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $289K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.