BWM
GLQ

Birchcreek Wealth Management’s Clough Global Equity Fund GLQ Stock Holding History

Birchcreek Wealth Management’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,991
Closed -$161K – 123
2021
Q3 		$161K Hold
10,991
– – 0.15% 116
2021
Q2 		$162K Hold
10,991
– – 0.16% 119
2021
Q1 		$167K Hold
10,991
– – 0.18% 108
2020
Q4 		$150K Buy
+10,991
New +$136K 0.15% 117

Other funds holding GLQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Birchcreek Wealth Management's GLQ Position: Q4 2021 in Review

Birchcreek Wealth Management sold out of Clough Global Equity Fund (GLQ) in Q4 2021, closing a stake of 10,991 shares — an estimated $161K sold.

Birchcreek Wealth Management first reported a position in GLQ in Q4 2020 and held it in 4 quarters. The position peaked at $167K in Q1 2021. 46 funds tracked by Wall St. Rank hold GLQ as of Q4 2021.

  • Birchcreek Wealth Management reported no remaining Clough Global Equity Fund position as of Q4 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 10,991 Clough Global Equity Fund shares in Q4 2021, an estimated $161K.
  • Birchcreek Wealth Management first reported a position in Clough Global Equity Fund in Q4 2020 and held it in 4 quarters.
  • Birchcreek Wealth Management's Clough Global Equity Fund position peaked at $167K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q4 2021.

Based on Birchcreek Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.