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

Moloney Securities 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
2024 Q2	–	Sell	-28,365	Closed	-$354K	–	478
2024 Q1	$354K	Buy	28,365 +9,943	+54%	+$125K	0.05%	320
2023 Q4	$235K	Buy	+18,422	New	+$219K	0.04%	377

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Moloney Securities Asset Management's GDO Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2024, closing a stake of 28,365 shares — an estimated $354K sold.

Moloney Securities Asset Management first reported a position in GDO in Q4 2023 and held it in 2 quarters. The position peaked at $354K in Q1 2024. 47 funds tracked by Wall St. Rank hold GDO as of Q2 2024.

Moloney Securities Asset Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 28,365 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2024, an estimated $354K.
Moloney Securities Asset Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2023 and held it in 2 quarters.
Moloney Securities Asset Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $354K in Q1 2024.
47 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.