GWS
GLO

Glassman Wealth Services’s Clough Global Opportunities Fund GLO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,500
Closed -$17K – 1490
2020
Q4 		$17K Hold
1,500
– – ﹤0.01% 571
2020
Q3 		$14K Buy
+1,500
New +$14.1K ﹤0.01% 532
2018
Q2 		– Sell
-16,972
Closed -$182K – 852
2018
Q1 		$182K Buy
+16,972
New +$188K 0.11% 83

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $21.8B AUM 28.57% 1-Year Est. Return

Glassman Wealth Services's GLO Position: Q1 2021 in Review

Glassman Wealth Services sold out of Clough Global Opportunities Fund (GLO) in Q1 2021, closing a stake of 1,500 shares — an estimated $17K sold.

Glassman Wealth Services first reported a position in GLO in Q1 2018 and held it in 3 quarters. The position peaked at $182K in Q1 2018. 50 funds tracked by Wall St. Rank hold GLO as of Q1 2021.

  • Glassman Wealth Services reported no remaining Clough Global Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 1,500 Clough Global Opportunities Fund shares in Q1 2021, an estimated $17K.
  • Glassman Wealth Services first reported a position in Clough Global Opportunities Fund in Q1 2018 and held it in 3 quarters.
  • Glassman Wealth Services's Clough Global Opportunities Fund position peaked at $182K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.