Envestnet Asset Management
GLO

Envestnet Asset Management’s Clough Global Opportunities Fund GLO Stock Holding History

Envestnet Asset 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
Q3 		– Sell
-15,631
Closed -$189K – 3706
2021
Q2 		$189K Hold
15,631
– – ﹤0.01% 3501
2021
Q1 		$191K Sell
15,631
-127
-0.8% -$1.56K ﹤0.01% 3354
2020
Q4 		$175K Buy
15,758
+408
+3% +$4.12K ﹤0.01% 3162
2020
Q3 		$143K Hold
15,350
– – ﹤0.01% 2979
2020
Q2 		$134K Hold
15,350
– – ﹤0.01% 2957
2020
Q1 		$110K Sell
15,350
-2,500
-14% -$22.7K ﹤0.01% 2839
2019
Q4 		$169K Buy
+17,850
New +$165K ﹤0.01% 2948

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management's GLO Position: Q3 2021 in Review

Envestnet Asset Management sold out of Clough Global Opportunities Fund (GLO) in Q3 2021, closing a stake of 15,631 shares — an estimated $189K sold.

Envestnet Asset Management first reported a position in GLO in Q4 2019 and held it in 7 quarters. The position peaked at $191K in Q1 2021. 49 funds tracked by Wall St. Rank hold GLO as of Q3 2021.

  • Envestnet Asset Management reported no remaining Clough Global Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 15,631 Clough Global Opportunities Fund shares in Q3 2021, an estimated $189K.
  • Envestnet Asset Management first reported a position in Clough Global Opportunities Fund in Q4 2019 and held it in 7 quarters.
  • Envestnet Asset Management's Clough Global Opportunities Fund position peaked at $191K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.