CIBC Private Wealth Group’s Clough Global Opportunities Fund GLO Stock Holding History

CIBC Private Wealth Group’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	-38,500	Closed	-$214K	–	885
2022 Q3	$214K	Hold	38,500	–	–	﹤0.01%	854
2022 Q2	$283K	Hold	38,500	–	–	﹤0.01%	806
2022 Q1	$362K	Hold	38,500	–	–	﹤0.01%	815
2021 Q4	$410K	Hold	38,500	–	–	﹤0.01%	810
2021 Q3	$469K	Hold	38,500	–	–	﹤0.01%	740
2021 Q2	$466K	Hold	38,500	–	–	﹤0.01%	814
2021 Q1	$472K	Hold	38,500	–	–	﹤0.01%	815
2020 Q4	$428K	Hold	38,500	–	–	﹤0.01%	801
2020 Q3	$360K	Hold	38,500	–	–	﹤0.01%	743
2020 Q2	$335K	Hold	38,500	–	–	﹤0.01%	560
2020 Q1	$276K	Hold	38,500	–	–	﹤0.01%	729
2019 Q4	$363K	Hold	38,500	–	–	﹤0.01%	765
2019 Q3	$352K	Hold	38,500	–	–	﹤0.01%	753
2019 Q2	$360K	Hold	38,500	–	–	﹤0.01%	781
2019 Q1	$372K	Hold	38,500	–	–	﹤0.01%	780
2018 Q4	$317K	Hold	38,500	–	–	﹤0.01%	770
2018 Q3	$417K	Hold	38,500	–	–	﹤0.01%	818
2018 Q2	$423K	Hold	38,500	–	–	﹤0.01%	808
2018 Q1	$412K	Buy	38,500 +10,000	+35%	+$111K	﹤0.01%	812
2017 Q4	$310K	Buy	+28,500	New	+$317K	﹤0.01%	864

Other funds holding GLO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJFSA

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CIBC Private Wealth Group's GLO Position: Q4 2022 in Review

CIBC Private Wealth Group sold out of Clough Global Opportunities Fund (GLO) in Q4 2022, closing a stake of 38,500 shares — an estimated $214K sold.

CIBC Private Wealth Group first reported a position in GLO in Q4 2017 and held it in 20 quarters. The position peaked at $472K in Q1 2021. 61 funds tracked by Wall St. Rank hold GLO as of Q4 2022.

CIBC Private Wealth Group reported no remaining Clough Global Opportunities Fund position as of Q4 2022 after selling out during the quarter.
CIBC Private Wealth Group sold 38,500 Clough Global Opportunities Fund shares in Q4 2022, an estimated $214K.
CIBC Private Wealth Group first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 20 quarters.
CIBC Private Wealth Group's Clough Global Opportunities Fund position peaked at $472K in Q1 2021.
61 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2022.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.