CWC
GLO

Carolinas Wealth Consulting’s Clough Global Opportunities Fund GLO Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-9,716
Closed -$48.7K – 1051
2023
Q2 		$48.7K Hold
9,716
– – 0.01% 348
2023
Q1 		$47.5K Hold
9,716
– – 0.01% 371
2022
Q4 		$49.3K Hold
9,716
– – 0.01% 362
2022
Q3 		$54K Sell
9,716
-9,228
-49% -$65.5K 0.01% 315
2022
Q2 		$139K Hold
18,944
– – 0.03% 201
2022
Q1 		$178K Hold
18,944
– – 0.04% 185
2021
Q4 		$202K Hold
18,944
– – 0.04% 167
2021
Q3 		$231K Hold
18,944
– – 0.05% 143
2021
Q2 		$229K Buy
18,944
+718
+4% +$9.02K 0.05% 154
2021
Q1 		$223K Sell
18,226
-2,108
-10% -$25.9K 0.05% 152
2020
Q4 		$226K Buy
20,334
+1,321
+7% +$13.3K 0.06% 138
2020
Q3 		$178K Buy
+19,013
New +$178K 0.06% 139

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's GLO Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Clough Global Opportunities Fund (GLO) in Q3 2023, closing a stake of 9,716 shares — an estimated $48.7K sold.

Carolinas Wealth Consulting first reported a position in GLO in Q3 2020 and held it in 12 quarters. The position peaked at $231K in Q3 2021. 63 funds tracked by Wall St. Rank hold GLO as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Clough Global Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9,716 Clough Global Opportunities Fund shares in Q3 2023, an estimated $48.7K.
  • Carolinas Wealth Consulting first reported a position in Clough Global Opportunities Fund in Q3 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Clough Global Opportunities Fund position peaked at $231K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.