GJWM
GDO

Gilliland Jeter Wealth Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Gilliland Jeter Wealth 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
-2,654
Closed -$34.2K – 356
2024
Q3 		$34.2K Hold
2,654
– – 0.01% 340
2024
Q2 		$32.4K Hold
2,654
– – 0.01% 335
2024
Q1 		$33.1K Buy
+2,654
New +$33.3K 0.01% 324

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

Gilliland Jeter Wealth Management's GDO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 2,654 shares — an estimated $34.2K sold.

Gilliland Jeter Wealth Management first reported a position in GDO in Q1 2024 and held it in 3 quarters. The position peaked at $34.2K in Q3 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,654 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $34.2K.
  • Gilliland Jeter Wealth Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $34.2K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.