PI
GDO

PFG Investments’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

PFG Investments’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
-37,188
Closed -$464K – 992
2024
Q1 		$464K Buy
+37,188
New +$467K 0.03% 563

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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

PFG Investments's GDO Position: Q2 2024 in Review

PFG Investments sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2024, closing a stake of 37,188 shares — an estimated $464K sold.

PFG Investments first reported a position in GDO in Q1 2024 and held it in 1 quarter. The position peaked at $464K in Q1 2024. 47 funds tracked by Wall St. Rank hold GDO as of Q2 2024.

  • PFG Investments reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 37,188 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2024, an estimated $464K.
  • PFG Investments first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Western Asset Global Corporate Defined Opportunity Fund position peaked at $464K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.