MCC
GDO

Money Concepts Capital’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-2,374
Closed -$30.3K – 1436
2022
Q4 		$30.3K Buy
+2,374
New +$29K ﹤0.01% 1465
2022
Q2 		– Sell
-2,374
Closed -$35K – 1897
2022
Q1 		$35K Buy
+2,374
New +$38K ﹤0.01% 1376

Other funds holding GDO

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's GDO Position: Q1 2023 in Review

Money Concepts Capital sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2023, closing a stake of 2,374 shares — an estimated $30.3K sold.

Money Concepts Capital first reported a position in GDO in Q1 2022 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 46 funds tracked by Wall St. Rank hold GDO as of Q1 2023.

  • Money Concepts Capital reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,374 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2023, an estimated $30.3K.
  • Money Concepts Capital first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Western Asset Global Corporate Defined Opportunity Fund position peaked at $35K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.