Financial & Investment Management Group’s Clough Global Opportunities Fund GLO Stock Holding History

Financial & Investment Management Group’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
2018 Q4	$262K	Sell	31,838 -1,039	-3%	-$9.86K	0.1%	94
2018 Q3	$356K	Sell	32,877 -1,530	-4%	-$17.1K	0.12%	84
2018 Q2	$378K	Sell	34,407 -1,174	-3%	-$12.8K	0.12%	78
2018 Q1	$381K	Sell	35,581 -1,469	-4%	-$16.3K	0.12%	75
2017 Q4	$403K	Buy	37,050 +1,770	+5%	+$19.7K	0.14%	64
2017 Q3	$394K	Sell	35,280 -6,158	-15%	-$68.6K	0.13%	68
2017 Q2	$439K	Sell	41,438 -220,930	-84%	-$2.32M	0.16%	63
2017 Q1	$2.7M	Sell	262,368 -11,601	-4%	-$113K	0.91%	30
2016 Q4	$2.45M	Buy	273,969 +89,662	+49%	+$811K	0.95%	31
2016 Q3	$1.78M	Buy	+184,307	New	+$1.78M	0.58%	43
2016 Q2	–	Sell	-16,385	Closed	-$157K	–	101
2016 Q1	$157K	Buy	+16,385	New	+$153K	0.04%	101

Other funds holding GLO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial & Investment Management Group's GLO Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Clough Global Opportunities Fund (GLO) stake by 3.2% in Q4 2018, selling an estimated $9.86K and leaving 31,838 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #94.

Financial & Investment Management Group first reported a position in GLO in Q1 2016 and has held it in 11 quarters since. The position peaked at $2.7M in Q1 2017. 52 funds tracked by Wall St. Rank hold GLO as of Q4 2018.

Financial & Investment Management Group held 31,838 shares of Clough Global Opportunities Fund worth $262K as of Q4 2018.
Financial & Investment Management Group sold 1,039 Clough Global Opportunities Fund shares in Q4 2018, an estimated $9.86K.
Clough Global Opportunities Fund made up 0.1% of Financial & Investment Management Group's portfolio in Q4 2018, its #94 holding.
Financial & Investment Management Group first reported a position in Clough Global Opportunities Fund in Q1 2016 and has held it in 11 quarters since.
Financial & Investment Management Group's Clough Global Opportunities Fund position peaked at $2.7M in Q1 2017.
52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.