JFA
GLO

JNBA Financial Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-2,300
Closed -$22K – 819
2016
Q3 		$22K Buy
+2,300
New +$22.2K ﹤0.01% 776

Other funds holding GLO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

JNBA Financial Advisors's GLO Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Clough Global Opportunities Fund (GLO) in Q4 2016, closing a stake of 2,300 shares — an estimated $22K sold.

JNBA Financial Advisors first reported a position in GLO in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 60 funds tracked by Wall St. Rank hold GLO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Clough Global Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,300 Clough Global Opportunities Fund shares in Q4 2016, an estimated $22K.
  • JNBA Financial Advisors first reported a position in Clough Global Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Clough Global Opportunities Fund position peaked at $22K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.