NPC
GDO

National Planning Corporation’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-64,800
Closed -$1.15M – 1189
2014
Q4 		$1.15M Buy
+64,800
New +$1.15M 0.08% 224

Other funds holding GDO

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

National Planning Corporation's GDO Position: Q1 2015 in Review

National Planning Corporation sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2015, closing a stake of 64,800 shares — an estimated $1.15M sold.

National Planning Corporation first reported a position in GDO in Q4 2014 and held it in 1 quarter. The position peaked at $1.15M in Q4 2014. 38 funds tracked by Wall St. Rank hold GDO as of Q1 2015.

  • National Planning Corporation reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 64,800 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2015, an estimated $1.15M.
  • National Planning Corporation first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.15M in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.