AA
GLO

Advisory Alpha’s Clough Global Opportunities Fund GLO Stock Holding History

Advisory Alpha’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
2021
Q2 		– Sell
-23,053
Closed -$282K – 195
2021
Q1 		$282K Buy
+23,053
New +$283K 0.03% 142
2018
Q4 		– Sell
-53,913
Closed -$518K – 117
2018
Q3 		$518K Buy
53,913
+19,867
+58% +$222K 0.13% 92
2018
Q2 		$383K Buy
34,046
+5,982
+21% +$65.3K 0.1% 102
2018
Q1 		$306K Buy
28,064
+11,846
+73% +$131K 0.11% 88
2017
Q4 		$185K Buy
+16,218
New +$180K 0.06% 93

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Alpha's GLO Position: Q2 2021 in Review

Advisory Alpha sold out of Clough Global Opportunities Fund (GLO) in Q2 2021, closing a stake of 23,053 shares — an estimated $282K sold.

Advisory Alpha first reported a position in GLO in Q4 2017 and held it in 5 quarters. The position peaked at $518K in Q3 2018. 52 funds tracked by Wall St. Rank hold GLO as of Q2 2021.

  • Advisory Alpha reported no remaining Clough Global Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Advisory Alpha sold 23,053 Clough Global Opportunities Fund shares in Q2 2021, an estimated $282K.
  • Advisory Alpha first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 5 quarters.
  • Advisory Alpha's Clough Global Opportunities Fund position peaked at $518K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2021.

Based on Advisory Alpha's 13F filing for Q2 2021, filed 13 Aug 2021.