BWM
GLO

Birchcreek Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-3,967
Closed -$44K – 178
2020
Q4 		$44K Buy
+3,967
New +$40.1K 0.04% 234

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $21.3B AUM 22.13% 1-Year Est. Return

Birchcreek Wealth Management's GLO Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q1 2021, closing a stake of 3,967 shares — an estimated $44K sold.

Birchcreek Wealth Management first reported a position in GLO in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 50 funds tracked by Wall St. Rank hold GLO as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 3,967 Clough Global Opportunities Fund shares in Q1 2021, an estimated $44K.
  • Birchcreek Wealth Management first reported a position in Clough Global Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Clough Global Opportunities Fund position peaked at $44K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.