HA
GDO

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

Herold 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
2022
Q2 		– Sell
-500
Closed -$7.43K – 363
2022
Q1 		$7.43K Buy
+500
New +$8.01K ﹤0.01% 635
2021
Q4 		– Sell
-500
Closed -$9K – 352
2021
Q3 		$9K Buy
+500
New +$9.19K ﹤0.01% 606

Other funds holding GDO

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
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Herold Advisors's GDO Position: Q2 2022 in Review

Herold Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2022, closing a stake of 500 shares — an estimated $7.43K sold.

Herold Advisors first reported a position in GDO in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 44 funds tracked by Wall St. Rank hold GDO as of Q2 2022.

  • Herold Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 500 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2022, an estimated $7.43K.
  • Herold Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $9K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.