Koshinski Asset Management
GDO

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

Koshinski Asset 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
2022
Q2 		– Sell
-383
Closed -$5.7K – 1123
2022
Q1 		$5.7K Buy
383
+4
+1% +$64 ﹤0.01% 1761
2021
Q4 		$6.63K Buy
379
+9
+2% +$159 ﹤0.01% 1737
2021
Q3 		$6.68K Buy
+370
New +$6.8K ﹤0.01% 1772
2018
Q4 		– Sell
-86,100
Closed -$1.4M – 449
2018
Q3 		$1.4M Buy
86,100
+33,900
+65% +$557K 0.2% 154
2018
Q2 		$874K Buy
52,200
+1,000
+2% +$16.6K 0.27% 122
2018
Q1 		$857K Buy
51,200
+12,468
+32% +$215K 0.27% 128
2017
Q4 		$697K Buy
38,732
+1,432
+4% +$26K 0.17% 203
2017
Q3 		$680K Buy
37,300
+3,650
+11% +$66.2K 0.22% 142
2017
Q2 		$599K Sell
33,650
-22,350
-40% -$397K 0.22% 158
2017
Q1 		$976K Buy
56,000
+29,900
+115% +$518K 0.38% 83
2016
Q4 		$447K Sell
26,100
-2,672
-9% -$45.7K 0.22% 151
2016
Q3 		$509K Buy
28,772
+472
+2% +$8.32K 0.25% 131
2016
Q2 		$482K Buy
28,300
+700
+3% +$11.8K 0.26% 132
2016
Q1 		$451K Buy
+27,600
New +$438K 0.29% 119

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

Koshinski Asset Management's GDO Position: Q2 2022 in Review

Koshinski Asset Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2022, closing a stake of 383 shares — an estimated $5.7K sold.

Koshinski Asset Management first reported a position in GDO in Q1 2016 and held it in 14 quarters. The position peaked at $1.4M in Q3 2018. 44 funds tracked by Wall St. Rank hold GDO as of Q2 2022.

  • Koshinski Asset Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 383 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2022, an estimated $5.7K.
  • Koshinski Asset Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2016 and held it in 14 quarters.
  • Koshinski Asset Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.4M in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.