CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

CAPTRUST Financial 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
2022
Q4 		– Sell
-10,000
Closed -$56K – 2111
2022
Q3 		$56K Buy
+10,000
New +$70.9K ﹤0.01% 1978

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

CAPTRUST Financial Advisors's GLO Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Clough Global Opportunities Fund (GLO) in Q4 2022, closing a stake of 10,000 shares — an estimated $56K sold.

CAPTRUST Financial Advisors first reported a position in GLO in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 61 funds tracked by Wall St. Rank hold GLO as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Clough Global Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,000 Clough Global Opportunities Fund shares in Q4 2022, an estimated $56K.
  • CAPTRUST Financial Advisors first reported a position in Clough Global Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Clough Global Opportunities Fund position peaked at $56K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.