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

WFG 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
2016 Q2	–	Sell	-150	Closed	-$2K	–	1609
2016 Q1	$2K	Hold	150	–	–	﹤0.01%	1338
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	1365
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	1408
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	1419
2015 Q1	$3K	Sell	150 -70	-32%	-$1.25K	﹤0.01%	1468
2014 Q4	$4K	Hold	220	–	–	﹤0.01%	1698
2014 Q3	$4K	Hold	220	–	–	﹤0.01%	1713
2014 Q2	$4K	Buy	220 +150	+214%	+$2.79K	﹤0.01%	1697
2014 Q1	$1K	Buy	+70	New	+$1.27K	﹤0.01%	1889

Other funds holding GDO

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WFG Advisors's GDO Position: Q2 2016 in Review

WFG Advisors sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2016, closing a stake of 150 shares — an estimated $2K sold.

WFG Advisors first reported a position in GDO in Q1 2014 and held it in 9 quarters. The position peaked at $4K in Q4 2014. 36 funds tracked by Wall St. Rank hold GDO as of Q2 2016.

WFG Advisors reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 150 Western Asset Global Corporate Defined Opportunity Fund shares in Q2 2016, an estimated $2K.
WFG Advisors first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2014 and held it in 9 quarters.
WFG Advisors's Western Asset Global Corporate Defined Opportunity Fund position peaked at $4K in Q4 2014.
36 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.