IA
GDO

Icon Advisers’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Icon Advisers’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
-175,856
Closed -$2.26M – 187
2024
Q3 		$2.26M Buy
+175,856
New +$2.22M 0.47% 89

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

Icon Advisers's GDO Position: Q4 2024 in Review

Icon Advisers sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 175,856 shares — an estimated $2.26M sold.

Icon Advisers first reported a position in GDO in Q3 2024 and held it in 1 quarter. The position peaked at $2.26M in Q3 2024. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Icon Advisers reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Icon Advisers sold 175,856 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $2.26M.
  • Icon Advisers first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Icon Advisers's Western Asset Global Corporate Defined Opportunity Fund position peaked at $2.26M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Icon Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.