WealthShield Partners’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-1,454	Closed	-$27K	–	428
2021 Q2	$27K	Buy	1,454 +450	+45%	+$8.12K	﹤0.01%	603
2021 Q1	$18K	Buy	+1,004	New	+$17.9K	﹤0.01%	684

Other funds holding GDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthShield Partners's GDO Position: Q3 2021 in Review

WealthShield Partners sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2021, closing a stake of 1,454 shares — an estimated $27K sold.

WealthShield Partners first reported a position in GDO in Q1 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 44 funds tracked by Wall St. Rank hold GDO as of Q3 2021.

WealthShield Partners reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,454 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2021, an estimated $27K.
WealthShield Partners first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Western Asset Global Corporate Defined Opportunity Fund position peaked at $27K in Q2 2021.
44 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.