RIA
GDO

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

Realta 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
2020
Q1 		– Sell
-1,200
Closed -$21K – 718
2019
Q4 		$21K Buy
+1,200
New +$21K 0.01% 910

Other funds holding GDO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's GDO Position: Q1 2020 in Review

Realta Investment Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2020, closing a stake of 1,200 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in GDO in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 33 funds tracked by Wall St. Rank hold GDO as of Q1 2020.

  • Realta Investment Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,200 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2020, an estimated $21K.
  • Realta Investment Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $21K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.