HI
GDO

Harbour Investments’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Harbour Investments’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
2023
Q2 		– Sell
-850
Closed -$10.8K – 3060
2023
Q1 		$10.8K Sell
850
-350
-29% -$4.54K ﹤0.01% 1981
2022
Q4 		$15.3K Sell
1,200
-930
-44% -$11.4K ﹤0.01% 1777
2022
Q3 		$29K Hold
2,130
– – ﹤0.01% 1478
2022
Q2 		$29K Buy
+2,130
New +$30.4K ﹤0.01% 1478
2021
Q4 		$39K Sell
2,255
-210
-9% -$3.71K ﹤0.01% 1371
2021
Q3 		$44K Hold
2,465
– – ﹤0.01% 1842
2021
Q2 		$46K Hold
2,465
– – ﹤0.01% 1865
2021
Q1 		$43K Buy
+2,465
New +$43.8K ﹤0.01% 1775

Other funds holding GDO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Harbour Investments's GDO Position: Q2 2023 in Review

Harbour Investments sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2023, closing a stake of 850 shares — an estimated $10.8K sold.

Harbour Investments first reported a position in GDO in Q1 2021 and held it in 8 quarters. The position peaked at $46K in Q2 2021. 45 funds tracked by Wall St. Rank hold GDO as of Q2 2023.

  • Harbour Investments reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Harbour Investments sold 850 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2023, an estimated $10.8K.
  • Harbour Investments first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2021 and held it in 8 quarters.
  • Harbour Investments's Western Asset Global Corporate Defined Opportunity Fund position peaked at $46K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.