Burt Wealth Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Burt Wealth Advisors’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	-691	Closed	-$8K	–	197
2020 Q4	$8K	Hold	691	–	–	﹤0.01%	292
2020 Q3	$6K	Hold	691	–	–	﹤0.01%	303
2020 Q2	$6K	Hold	691	–	–	﹤0.01%	290
2020 Q1	$5K	Hold	691	–	–	﹤0.01%	311
2019 Q4	$7K	Hold	691	–	–	﹤0.01%	286
2019 Q3	$6K	Hold	691	–	–	﹤0.01%	293
2019 Q2	$6K	Hold	691	–	–	﹤0.01%	293
2019 Q1	$7K	Hold	691	–	–	﹤0.01%	292
2018 Q4	$6K	Hold	691	–	–	﹤0.01%	297
2018 Q3	$7K	Hold	691	–	–	﹤0.01%	306
2018 Q2	$8K	Buy	+691	New	+$7.54K	﹤0.01%	294

Other funds holding GLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Burt Wealth Advisors's GLO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Clough Global Opportunities Fund (GLO) in Q1 2021, closing a stake of 691 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in GLO in Q2 2018 and held it in 11 quarters. The position peaked at $8K in Q4 2020. 50 funds tracked by Wall St. Rank hold GLO as of Q1 2021.

Burt Wealth Advisors reported no remaining Clough Global Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 691 Clough Global Opportunities Fund shares in Q1 2021, an estimated $8K.
Burt Wealth Advisors first reported a position in Clough Global Opportunities Fund in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's Clough Global Opportunities Fund position peaked at $8K in Q4 2020.
50 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.