Moneta Group Investment Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Moneta Group Investment 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
2019 Q3	–	Sell	-1,808	Closed	-$31K	–	287
2019 Q2	$31K	Sell	1,808 -75	-4%	-$1.26K	﹤0.01%	237
2019 Q1	$31K	Buy	+1,883	New	+$30.5K	﹤0.01%	240

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

1CP

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

Moneta Group Investment Advisors's GDO Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2019, closing a stake of 1,808 shares — an estimated $31K sold.

Moneta Group Investment Advisors first reported a position in GDO in Q1 2019 and held it in 2 quarters. The position peaked at $31K in Q2 2019. 34 funds tracked by Wall St. Rank hold GDO as of Q3 2019.

Moneta Group Investment Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2019 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,808 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2019, an estimated $31K.
Moneta Group Investment Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2019 and held it in 2 quarters.
Moneta Group Investment Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $31K in Q2 2019.
34 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.