AG
GLO

Advisor Group’s Clough Global Opportunities Fund GLO Stock Holding History

Advisor Group’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$376K Buy
39,808
+28
+0.1% +$259 ﹤0.01% 1883
2019
Q3 		$363K Buy
39,780
+1,700
+4% +$15.9K ﹤0.01% 1847
2019
Q2 		$356K Sell
38,080
-1,405
-4% -$13.5K ﹤0.01% 1858
2019
Q1 		$381K Hold
39,485
– – ﹤0.01% 1786
2018
Q4 		$325K Buy
39,485
+2,794
+8% +$26.5K ﹤0.01% 1718
2018
Q3 		$398K Buy
36,691
+11,715
+47% +$131K ﹤0.01% 1638
2018
Q2 		$275K Buy
24,976
+600
+2% +$6.55K ﹤0.01% 1740
2018
Q1 		$260K Hold
24,376
– – ﹤0.01% 1790
2017
Q4 		$266K Sell
24,376
-750
-3% -$8.35K ﹤0.01% 1774
2017
Q3 		$280K Buy
25,126
+1,401
+6% +$15.6K ﹤0.01% 1587
2017
Q2 		$252K Buy
23,725
+5,325
+29% +$55.9K ﹤0.01% 1611
2017
Q1 		$189K Buy
18,400
+800
+5% +$7.81K ﹤0.01% 1710
2016
Q4 		$158K Sell
17,600
-1,600
-8% -$14.5K ﹤0.01% 1733
2016
Q3 		$186K Buy
19,200
+1,800
+10% +$17.4K ﹤0.01% 1559
2016
Q2 		$162K Buy
+17,400
New +$163K ﹤0.01% 1607

Other funds holding GLO

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's GLO Position: Q4 2019 in Review

Advisor Group increased its Clough Global Opportunities Fund (GLO) stake by 0.07% in Q4 2019, buying an estimated $259 and bringing the position to 39,808 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Advisor Group first reported a position in GLO in Q2 2016 and has held it in 15 quarters since. The position peaked at $398K in Q3 2018. 51 funds tracked by Wall St. Rank hold GLO as of Q4 2019.

  • Advisor Group held 39,808 shares of Clough Global Opportunities Fund worth $376K as of Q4 2019.
  • Advisor Group bought 28 Clough Global Opportunities Fund shares in Q4 2019, an estimated $259.
  • Clough Global Opportunities Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1883 holding.
  • Advisor Group first reported a position in Clough Global Opportunities Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Clough Global Opportunities Fund position peaked at $398K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.