Clough Capital Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Clough Capital Partners’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-29,508	Closed	-$429K	–	166
2022 Q4	$429K	Sell	29,508 -174,992	-86%	-$2.65M	0.04%	147
2022 Q3	$2.98M	Buy	+204,500	New	+$3.3M	0.32%	44
2017 Q4	–	Sell	-219,530	Closed	-$3.34M	–	134
2017 Q3	$3.34M	Hold	219,530	–	–	0.22%	77
2017 Q2	$3.14M	Hold	219,530	–	–	0.22%	78
2017 Q1	$3.02M	Hold	219,530	–	–	0.19%	82
2016 Q4	$2.79M	Hold	219,530	–	–	0.18%	100
2016 Q3	$2.89M	Hold	219,530	–	–	0.15%	116
2016 Q2	$2.78M	Hold	219,530	–	–	0.15%	125
2016 Q1	$2.78M	Buy	+219,530	New	+$2.64M	0.13%	126

Other funds holding ADX

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Clough Capital Partners's ADX Position: Q1 2023 in Review

Clough Capital Partners sold out of Adams Diversified Equity Fund (ADX) in Q1 2023, closing a stake of 29,508 shares — an estimated $429K sold.

Clough Capital Partners first reported a position in ADX in Q1 2016 and held it in 9 quarters. The position peaked at $3.34M in Q3 2017. 156 funds tracked by Wall St. Rank hold ADX as of Q1 2023.

Clough Capital Partners reported no remaining Adams Diversified Equity Fund position as of Q1 2023 after selling out during the quarter.
Clough Capital Partners sold 29,508 Adams Diversified Equity Fund shares in Q1 2023, an estimated $429K.
Clough Capital Partners first reported a position in Adams Diversified Equity Fund in Q1 2016 and held it in 9 quarters.
Clough Capital Partners's Adams Diversified Equity Fund position peaked at $3.34M in Q3 2017.
156 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2023.

Based on Clough Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.