FANJ
GLO

Financial Architects (New Jersey)’s Clough Global Opportunities Fund GLO Stock Holding History

Financial Architects (New Jersey)’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
2014
Q4 		– Sell
-1,220
Closed -$15K – 985
2014
Q3 		$15K Buy
+1,220
New +$15.4K 0.01% 516
2013
Q3 		– Sell
-1,220
Closed -$16K – 745
2013
Q2 		$16K Buy
+1,220
New +$15.8K 0.01% 403

Other funds holding GLO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Architects (New Jersey)'s GLO Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of Clough Global Opportunities Fund (GLO) in Q4 2014, closing a stake of 1,220 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in GLO in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q2 2013. 52 funds tracked by Wall St. Rank hold GLO as of Q4 2014.

  • Financial Architects (New Jersey) reported no remaining Clough Global Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,220 Clough Global Opportunities Fund shares in Q4 2014, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Clough Global Opportunities Fund position peaked at $16K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.