KPWS
GLV

Kestra Private Wealth Services’s Clough Global Dividend & Income Fund GLV Stock Holding History

Kestra Private Wealth Services’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-33,282
Closed -$307K – 760
2020
Q3 		$307K Buy
+33,282
New +$317K 0.03% 478

Other funds holding GLV

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Private Wealth Services's GLV Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of Clough Global Dividend & Income Fund (GLV) in Q4 2020, closing a stake of 33,282 shares — an estimated $307K sold.

Kestra Private Wealth Services first reported a position in GLV in Q3 2020 and held it in 1 quarter. The position peaked at $307K in Q3 2020. 24 funds tracked by Wall St. Rank hold GLV as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining Clough Global Dividend & Income Fund position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 33,282 Clough Global Dividend & Income Fund shares in Q4 2020, an estimated $307K.
  • Kestra Private Wealth Services first reported a position in Clough Global Dividend & Income Fund in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's Clough Global Dividend & Income Fund position peaked at $307K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.