Creative Planning
GLQ

Creative Planning’s Clough Global Equity Fund GLQ Stock Holding History

Creative Planning’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,400
Closed -$92K – 2057
2020
Q1 		$92K Buy
+10,400
New +$120K ﹤0.01% 1546
2017
Q1 		– Sell
-500
Closed -$6K – 4753
2016
Q4 		$6K Buy
+500
New +$5.42K ﹤0.01% 3851

Other funds holding GLQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Creative Planning's GLQ Position: Q2 2020 in Review

Creative Planning sold out of Clough Global Equity Fund (GLQ) in Q2 2020, closing a stake of 10,400 shares — an estimated $92K sold.

Creative Planning first reported a position in GLQ in Q4 2016 and held it in 2 quarters. The position peaked at $92K in Q1 2020. 36 funds tracked by Wall St. Rank hold GLQ as of Q2 2020.

  • Creative Planning reported no remaining Clough Global Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 10,400 Clough Global Equity Fund shares in Q2 2020, an estimated $92K.
  • Creative Planning first reported a position in Clough Global Equity Fund in Q4 2016 and held it in 2 quarters.
  • Creative Planning's Clough Global Equity Fund position peaked at $92K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.