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

McClarren Financial 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
2023 Q3	–	Sell	-213	Closed	-$2K	–	355
2023 Q2	$2K	Buy	213 +5	+2%	+$62	﹤0.01%	299
2023 Q1	$2K	Buy	208 +4	+2%	+$52	﹤0.01%	288
2022 Q4	$2K	Buy	+204	New	+$2.49K	﹤0.01%	296

Other funds holding GDO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McClarren Financial Advisors's GDO Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2023, closing a stake of 213 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in GDO in Q4 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 47 funds tracked by Wall St. Rank hold GDO as of Q3 2023.

McClarren Financial Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 213 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2023, an estimated $2K.
McClarren Financial Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2022 and held it in 3 quarters.
McClarren Financial Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $2K in Q2 2023.
47 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.