CCP
SPE

Clough Capital Partners’s Special Opportunities Fund SPE Stock Holding History

Clough Capital Partners’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-43,239
Closed -$490K – 180
2023
Q4 		$490K Buy
+43,239
New +$459K 0.05% 137
2022
Q2 		– Sell
-58,935
Closed -$845K – 119
2022
Q1 		$845K Buy
+58,935
New +$833K 0.06% 95
2021
Q3 		– Sell
-40,197
Closed -$583K – 142
2021
Q2 		$583K Buy
+40,197
New +$581K 0.03% 116

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Clough Capital Partners's SPE Position: Q1 2024 in Review

Clough Capital Partners sold out of Special Opportunities Fund (SPE) in Q1 2024, closing a stake of 43,239 shares — an estimated $490K sold.

Clough Capital Partners first reported a position in SPE in Q2 2021 and held it in 3 quarters. The position peaked at $845K in Q1 2022. 37 funds tracked by Wall St. Rank hold SPE as of Q1 2024.

  • Clough Capital Partners reported no remaining Special Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 43,239 Special Opportunities Fund shares in Q1 2024, an estimated $490K.
  • Clough Capital Partners first reported a position in Special Opportunities Fund in Q2 2021 and held it in 3 quarters.
  • Clough Capital Partners's Special Opportunities Fund position peaked at $845K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.