Creative Planning’s Clough Global Opportunities Fund GLO Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-1,870	Closed	-$8.29K	–	2893
2023 Q3	$8.29K	Buy	+1,870	New	+$9.07K	﹤0.01%	2667
2017 Q3	–	Sell	-3,000	Closed	-$32K	–	2609
2017 Q2	$32K	Hold	3,000	–	–	﹤0.01%	2847
2017 Q1	$31K	Hold	3,000	–	–	﹤0.01%	2814
2016 Q4	$27K	Hold	3,000	–	–	﹤0.01%	2860
2016 Q3	$29K	Sell	3,000 -1,125	-27%	-$10.9K	﹤0.01%	2767
2016 Q2	$38K	Hold	4,125	–	–	﹤0.01%	2331
2016 Q1	$40K	Buy	+4,125	New	+$38.6K	﹤0.01%	2254
2014 Q2	–	Sell	-386	Closed	-$5K	–	3847
2014 Q1	$5K	Buy	+386	New	+$4.97K	﹤0.01%	3078
2013 Q4	–	Sell	-2,740	Closed	-$35K	–	3369
2013 Q3	$35K	Sell	2,740 -573	-17%	-$7.35K	﹤0.01%	1738
2013 Q2	$43K	Buy	+3,313	New	+$43K	﹤0.01%	1458

Other funds holding GLO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

SFS

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

Creative Planning's GLO Position: Q4 2023 in Review

Creative Planning sold out of Clough Global Opportunities Fund (GLO) in Q4 2023, closing a stake of 1,870 shares — an estimated $8.29K sold.

Creative Planning first reported a position in GLO in Q2 2013 and held it in 10 quarters. The position peaked at $43K in Q2 2013. 69 funds tracked by Wall St. Rank hold GLO as of Q4 2023.

Creative Planning reported no remaining Clough Global Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 1,870 Clough Global Opportunities Fund shares in Q4 2023, an estimated $8.29K.
Creative Planning first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 10 quarters.
Creative Planning's Clough Global Opportunities Fund position peaked at $43K in Q2 2013.
69 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.