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Coe Capital Management’s Clough Global Opportunities Fund GLO Stock Holding History

Coe Capital Management’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
2016
Q2 		– Sell
-30,000
Closed -$287K – 249
2016
Q1 		$287K Buy
+30,000
New +$281K 0.09% 195

Other funds holding GLO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coe Capital Management's GLO Position: Q2 2016 in Review

Coe Capital Management sold out of Clough Global Opportunities Fund (GLO) in Q2 2016, closing a stake of 30,000 shares — an estimated $287K sold.

Coe Capital Management first reported a position in GLO in Q1 2016 and held it in 1 quarter. The position peaked at $287K in Q1 2016. 63 funds tracked by Wall St. Rank hold GLO as of Q2 2016.

  • Coe Capital Management reported no remaining Clough Global Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Coe Capital Management sold 30,000 Clough Global Opportunities Fund shares in Q2 2016, an estimated $287K.
  • Coe Capital Management first reported a position in Clough Global Opportunities Fund in Q1 2016 and held it in 1 quarter.
  • Coe Capital Management's Clough Global Opportunities Fund position peaked at $287K in Q1 2016.
  • 63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2016.

Based on Coe Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.