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Index Management Solutions’s Clough Global Opportunities Fund GLO Stock Holding History

Index Management Solutions’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
Q1 		– Sell
-56,305
Closed -$736K – 1084
2013
Q4 		$736K Buy
56,305
+40,668
+260% +$520K 0.18% 86
2013
Q3 		$201K Buy
+15,637
New +$201K 0.06% 138

Other funds holding GLO

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Index Management Solutions's GLO Position: Q1 2014 in Review

Index Management Solutions sold out of Clough Global Opportunities Fund (GLO) in Q1 2014, closing a stake of 56,305 shares — an estimated $736K sold.

Index Management Solutions first reported a position in GLO in Q3 2013 and held it in 2 quarters. The position peaked at $736K in Q4 2013. 49 funds tracked by Wall St. Rank hold GLO as of Q1 2014.

  • Index Management Solutions reported no remaining Clough Global Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Index Management Solutions sold 56,305 Clough Global Opportunities Fund shares in Q1 2014, an estimated $736K.
  • Index Management Solutions first reported a position in Clough Global Opportunities Fund in Q3 2013 and held it in 2 quarters.
  • Index Management Solutions's Clough Global Opportunities Fund position peaked at $736K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2014.

Based on Index Management Solutions's 13F filing for Q1 2014, filed 15 May 2014.