Concert Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Concert Wealth 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 Q3	–	Sell	-10,043	Closed	-$94K	–	1021
2016 Q2	$94K	Buy	+10,043	New	+$94.3K	0.01%	649
2016 Q1	–	Sell	-10,230	Closed	-$107K	–	689
2015 Q4	$107K	Buy	+10,230	New	+$112K	0.01%	645
2014 Q3	–	Sell	-12,162	Closed	-$153K	–	560
2014 Q2	$153K	Buy	12,162 +15	+0.1%	+$190	0.02%	535
2014 Q1	$156K	Buy	+12,147	New	+$157K	0.02%	531
2013 Q4	–	Sell	-10,105	Closed	-$129K	–	544
2013 Q3	$129K	Buy	10,105 +12	+0.1%	+$154	0.02%	509
2013 Q2	$129K	Buy	+10,093	New	+$131K	0.02%	486

Other funds holding GLO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Concert Wealth Management's GLO Position: Q3 2016 in Review

Concert Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q3 2016, closing a stake of 10,043 shares — an estimated $94K sold.

Concert Wealth Management first reported a position in GLO in Q2 2013 and held it in 6 quarters. The position peaked at $156K in Q1 2014. 68 funds tracked by Wall St. Rank hold GLO as of Q3 2016.

Concert Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q3 2016 after selling out during the quarter.
Concert Wealth Management sold 10,043 Clough Global Opportunities Fund shares in Q3 2016, an estimated $94K.
Concert Wealth Management first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 6 quarters.
Concert Wealth Management's Clough Global Opportunities Fund position peaked at $156K in Q1 2014.
68 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.