HB
GLO

Homrich & Berg’s Clough Global Opportunities Fund GLO Stock Holding History

Homrich & Berg’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
-29,179
Closed -$348K – 236
2014
Q3 		$348K Hold
29,179
– – 0.04% 183
2014
Q2 		$379K Hold
29,179
– – 0.04% 152
2014
Q1 		$372K Hold
29,179
– – 0.05% 150
2013
Q4 		$381K Hold
29,179
– – 0.05% 139
2013
Q3 		$376K Hold
29,179
– – 0.06% 108
2013
Q2 		$376K Buy
+29,179
New +$379K 0.07% 104

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

Homrich & Berg's GLO Position: Q4 2014 in Review

Homrich & Berg sold out of Clough Global Opportunities Fund (GLO) in Q4 2014, closing a stake of 29,179 shares — an estimated $348K sold.

Homrich & Berg first reported a position in GLO in Q2 2013 and held it in 6 quarters. The position peaked at $381K in Q4 2013. 52 funds tracked by Wall St. Rank hold GLO as of Q4 2014.

  • Homrich & Berg reported no remaining Clough Global Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Homrich & Berg sold 29,179 Clough Global Opportunities Fund shares in Q4 2014, an estimated $348K.
  • Homrich & Berg first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 6 quarters.
  • Homrich & Berg's Clough Global Opportunities Fund position peaked at $381K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2014.

Based on Homrich & Berg's 13F filing for Q4 2014, filed 13 Feb 2015.