EWM
GLO

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

Empirical 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
2021
Q4 		– Sell
-16,045
Closed -$195K – 525
2021
Q3 		$195K Buy
+16,045
New +$202K 0.01% 434

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Empirical Wealth Management's GLO Position: Q4 2021 in Review

Empirical Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q4 2021, closing a stake of 16,045 shares — an estimated $195K sold.

Empirical Wealth Management first reported a position in GLO in Q3 2021 and held it in 1 quarter. The position peaked at $195K in Q3 2021. 62 funds tracked by Wall St. Rank hold GLO as of Q4 2021.

  • Empirical Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 16,045 Clough Global Opportunities Fund shares in Q4 2021, an estimated $195K.
  • Empirical Wealth Management first reported a position in Clough Global Opportunities Fund in Q3 2021 and held it in 1 quarter.
  • Empirical Wealth Management's Clough Global Opportunities Fund position peaked at $195K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.