KA
GLO

Klingman & Associates’s Clough Global Opportunities Fund GLO Stock Holding History

Klingman & Associates’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
-2,538
Closed -$25K – 183
2016
Q3 		$25K Hold
2,538
– – 0.01% 248
2016
Q2 		$24K Hold
2,538
– – 0.01% 246
2016
Q1 		$24K Hold
2,538
– – 0.01% 239
2015
Q4 		$26K Buy
+2,538
New +$27.7K 0.01% 248
2015
Q3 		– Sell
-2,538
Closed -$29.8K – 236
2015
Q2 		$31K Hold
2,538
– – 0.01% 213
2015
Q1 		$32K Hold
2,538
– – 0.01% 200
2014
Q4 		$32K Buy
+2,538
New +$30.5K 0.01% 200

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

Klingman & Associates's GLO Position: Q4 2016 in Review

Klingman & Associates sold out of Clough Global Opportunities Fund (GLO) in Q4 2016, closing a stake of 2,538 shares — an estimated $25K sold.

Klingman & Associates first reported a position in GLO in Q4 2014 and held it in 7 quarters. The position peaked at $32K in Q1 2015. 60 funds tracked by Wall St. Rank hold GLO as of Q4 2016.

  • Klingman & Associates reported no remaining Clough Global Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,538 Clough Global Opportunities Fund shares in Q4 2016, an estimated $25K.
  • Klingman & Associates first reported a position in Clough Global Opportunities Fund in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Clough Global Opportunities Fund position peaked at $32K in Q1 2015.
  • 60 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.