KAS
GLO

Kestra Advisory Services’s Clough Global Opportunities Fund GLO Stock Holding History

Kestra Advisory Services’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
2020
Q4 		– Sell
-11,573
Closed -$108K – 1863
2020
Q3 		$108K Buy
+11,573
New +$109K ﹤0.01% 1359

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Kestra Advisory Services's GLO Position: Q4 2020 in Review

Kestra Advisory Services sold out of Clough Global Opportunities Fund (GLO) in Q4 2020, closing a stake of 11,573 shares — an estimated $108K sold.

Kestra Advisory Services first reported a position in GLO in Q3 2020 and held it in 1 quarter. The position peaked at $108K in Q3 2020. 57 funds tracked by Wall St. Rank hold GLO as of Q4 2020.

  • Kestra Advisory Services reported no remaining Clough Global Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Kestra Advisory Services sold 11,573 Clough Global Opportunities Fund shares in Q4 2020, an estimated $108K.
  • Kestra Advisory Services first reported a position in Clough Global Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Kestra Advisory Services's Clough Global Opportunities Fund position peaked at $108K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2020.

Based on Kestra Advisory Services's 13F filing for Q4 2020, filed 20 Jan 2021.