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

IFP 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
2018 Q4	–	Sell	-300	Closed	-$5K	–	3657
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	3197
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	3247
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	3159
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	3206
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	3386
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	3390
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	3286
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	3289
2016 Q3	$5K	Sell	300 -206	-41%	-$3.63K	﹤0.01%	3224
2016 Q2	$9K	Buy	+506	New	+$8.55K	﹤0.01%	2795
2016 Q1	–	Sell	-1,338	Closed	-$21K	–	2766
2015 Q4	$21K	Buy	+1,338	New	+$22K	﹤0.01%	2132

Other funds holding GDO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFP Advisors's GDO Position: Q4 2018 in Review

IFP Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

IFP Advisors first reported a position in GDO in Q4 2015 and held it in 11 quarters. The position peaked at $21K in Q4 2015. 38 funds tracked by Wall St. Rank hold GDO as of Q4 2018.

IFP Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 300 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2018, an estimated $5K.
IFP Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $21K in Q4 2015.
38 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.