CFA
GLO

Carroll Financial Associates’s Clough Global Opportunities Fund GLO Stock Holding History

Carroll Financial Associates’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
2014
Q3 		– Sell
-270
Closed -$4K – 870
2014
Q2 		$4K Hold
270
– – ﹤0.01% 742
2014
Q1 		$3K Hold
270
– – ﹤0.01% 720
2013
Q4 		$3K Buy
+270
New +$3.45K ﹤0.01% 673

Other funds holding GLO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's GLO Position: Q3 2014 in Review

Carroll Financial Associates sold out of Clough Global Opportunities Fund (GLO) in Q3 2014, closing a stake of 270 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in GLO in Q4 2013 and held it in 3 quarters. The position peaked at $4K in Q2 2014. 53 funds tracked by Wall St. Rank hold GLO as of Q3 2014.

  • Carroll Financial Associates reported no remaining Clough Global Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 270 Clough Global Opportunities Fund shares in Q3 2014, an estimated $4K.
  • Carroll Financial Associates first reported a position in Clough Global Opportunities Fund in Q4 2013 and held it in 3 quarters.
  • Carroll Financial Associates's Clough Global Opportunities Fund position peaked at $4K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.