GSWM
GLQ

Golden State Wealth Management’s Clough Global Equity Fund GLQ Stock Holding History

Golden State Wealth Management’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$2K – 472
2020
Q1 		$2K Buy
+200
New +$2.3K ﹤0.01% 859
2019
Q4 		– Sell
-200
Closed -$2K – 396
2019
Q3 		$2K Hold
200
– – ﹤0.01% 966
2019
Q2 		$2K Hold
200
– – ﹤0.01% 981
2019
Q1 		$3K Buy
+200
New +$2.48K ﹤0.01% 978

Other funds holding GLQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Golden State Wealth Management's GLQ Position: Q2 2020 in Review

Golden State Wealth Management sold out of Clough Global Equity Fund (GLQ) in Q2 2020, closing a stake of 200 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in GLQ in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 36 funds tracked by Wall St. Rank hold GLQ as of Q2 2020.

  • Golden State Wealth Management reported no remaining Clough Global Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 200 Clough Global Equity Fund shares in Q2 2020, an estimated $2K.
  • Golden State Wealth Management first reported a position in Clough Global Equity Fund in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Clough Global Equity Fund position peaked at $3K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.