Envestnet Asset Management
GDO

Envestnet Asset Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-11,790
Closed -$152K – 4338
2024
Q3 		$152K Sell
11,790
-1,564
-12% -$19.8K ﹤0.01% 4065
2024
Q2 		$163K Buy
13,354
+323
+2% +$3.94K ﹤0.01% 3979
2024
Q1 		$163K Buy
13,031
+170
+1% +$2.14K ﹤0.01% 3987
2023
Q4 		$164K Buy
12,861
+674
+6% +$8.01K ﹤0.01% 3868
2023
Q3 		$144K Buy
12,187
+68
+0.6% +$833 ﹤0.01% 3815
2023
Q2 		$150K Buy
12,119
+356
+3% +$4.41K ﹤0.01% 3774
2023
Q1 		$149K Buy
11,763
+296
+3% +$3.84K ﹤0.01% 3723
2022
Q4 		$146K Buy
11,467
+395
+4% +$4.82K ﹤0.01% 3737
2022
Q3 		$123K Buy
11,072
+175
+2% +$2.37K ﹤0.01% 3702
2022
Q2 		$148K Buy
10,897
+832
+8% +$11.9K ﹤0.01% 3698
2022
Q1 		$150K Sell
10,065
-5,864
-37% -$93.9K ﹤0.01% 3751
2021
Q4 		$279K Buy
+15,929
New +$282K ﹤0.01% 3463
2015
Q4 		– Sell
-2,750
Closed -$44K – 3013
2015
Q3 		$44K Buy
+2,750
New +$45.6K ﹤0.01% 2702

Other funds holding GDO

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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's GDO Position: Q4 2024 in Review

Envestnet Asset Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 11,790 shares — an estimated $152K sold.

Envestnet Asset Management first reported a position in GDO in Q3 2015 and held it in 13 quarters. The position peaked at $279K in Q4 2021. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Envestnet Asset Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 11,790 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $152K.
  • Envestnet Asset Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2015 and held it in 13 quarters.
  • Envestnet Asset Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $279K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.