JWCA
GLO

J.W. Cole Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

J.W. Cole Advisors’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
2022
Q1 		– Sell
-11,689
Closed -$124K – 833
2021
Q4 		$124K Buy
11,689
+603
+5% +$7.28K 0.01% 804
2021
Q3 		$135K Buy
+11,086
New +$140K 0.01% 458
2020
Q4 		– Sell
-10,612
Closed -$99K – 726
2020
Q3 		$99K Buy
+10,612
New +$99.5K 0.01% 733

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

J.W. Cole Advisors's GLO Position: Q1 2022 in Review

J.W. Cole Advisors sold out of Clough Global Opportunities Fund (GLO) in Q1 2022, closing a stake of 11,689 shares — an estimated $124K sold.

J.W. Cole Advisors first reported a position in GLO in Q3 2020 and held it in 3 quarters. The position peaked at $135K in Q3 2021. 54 funds tracked by Wall St. Rank hold GLO as of Q1 2022.

  • J.W. Cole Advisors reported no remaining Clough Global Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,689 Clough Global Opportunities Fund shares in Q1 2022, an estimated $124K.
  • J.W. Cole Advisors first reported a position in Clough Global Opportunities Fund in Q3 2020 and held it in 3 quarters.
  • J.W. Cole Advisors's Clough Global Opportunities Fund position peaked at $135K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.