Karpus Investment Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Karpus Investment 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
2017 Q3	–	Sell	-26,141	Closed	-$466K	–	132
2017 Q2	$466K	Sell	26,141 -3,334	-11%	-$59.3K	0.02%	115
2017 Q1	$513K	Hold	29,475	–	–	0.03%	133
2016 Q4	$505K	Buy	+29,475	New	+$504K	0.03%	139
2016 Q2	–	Sell	-19,246	Closed	-$317K	–	177
2016 Q1	$317K	Buy	+19,246	New	+$306K	0.01%	163
2014 Q2	–	Sell	-23,723	Closed	-$432K	–	187
2014 Q1	$432K	Sell	23,723 -237	-1%	-$4.29K	0.02%	164
2013 Q4	$433K	Buy	23,960 +5,897	+33%	+$106K	0.02%	173
2013 Q3	$321K	Buy	18,063 +2,625	+17%	+$46.6K	0.02%	165
2013 Q2	$281K	Buy	+15,438	New	+$300K	0.02%	149

Other funds holding GDO

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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Karpus Investment Management's GDO Position: Q3 2017 in Review

Karpus Investment Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2017, closing a stake of 26,141 shares — an estimated $466K sold.

Karpus Investment Management first reported a position in GDO in Q2 2013 and held it in 8 quarters. The position peaked at $513K in Q1 2017. 37 funds tracked by Wall St. Rank hold GDO as of Q3 2017.

Karpus Investment Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2017 after selling out during the quarter.
Karpus Investment Management sold 26,141 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2017, an estimated $466K.
Karpus Investment Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2013 and held it in 8 quarters.
Karpus Investment Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $513K in Q1 2017.
37 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2017.

Based on Karpus Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.