TWA
GDO

TCI Wealth Advisors’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

TCI Wealth 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
2017
Q4 		– Sell
-1,412
Closed -$26K – 1388
2017
Q3 		$26K Hold
1,412
– – 0.01% 420
2017
Q2 		$25K Buy
+1,412
New +$25.1K 0.01% 427

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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TCI Wealth Advisors's GDO Position: Q4 2017 in Review

TCI Wealth Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2017, closing a stake of 1,412 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in GDO in Q2 2017 and held it in 2 quarters. The position peaked at $26K in Q3 2017. 37 funds tracked by Wall St. Rank hold GDO as of Q4 2017.

  • TCI Wealth Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,412 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2017, an estimated $26K.
  • TCI Wealth Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2017 and held it in 2 quarters.
  • TCI Wealth Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $26K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2017.

Based on TCI Wealth Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.