DWM
GLO

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

Darwin 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
2020
Q2 		– Sell
-800
Closed -$5K – 383
2020
Q1 		$5K Buy
+800
New +$7.25K ﹤0.01% 588

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Darwin Wealth Management's GLO Position: Q2 2020 in Review

Darwin Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q2 2020, closing a stake of 800 shares — an estimated $5K sold.

Darwin Wealth Management first reported a position in GLO in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 48 funds tracked by Wall St. Rank hold GLO as of Q2 2020.

  • Darwin Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 800 Clough Global Opportunities Fund shares in Q2 2020, an estimated $5K.
  • Darwin Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Clough Global Opportunities Fund position peaked at $5K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.