KL
GLO

KWMG LLC’s Clough Global Opportunities Fund GLO Stock Holding History

KWMG LLC’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
2019
Q2 		– Sell
-400
Closed -$4K – 242
2019
Q1 		$4K Hold
400
– – ﹤0.01% 372
2018
Q4 		$3K Hold
400
– – ﹤0.01% 408
2018
Q3 		$4K Hold
400
– – ﹤0.01% 382
2018
Q2 		$4K Buy
+400
New +$4.37K ﹤0.01% 382

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KWMG LLC's GLO Position: Q2 2019 in Review

KWMG LLC sold out of Clough Global Opportunities Fund (GLO) in Q2 2019, closing a stake of 400 shares — an estimated $4K sold.

KWMG LLC first reported a position in GLO in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 52 funds tracked by Wall St. Rank hold GLO as of Q2 2019.

  • KWMG LLC reported no remaining Clough Global Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 400 Clough Global Opportunities Fund shares in Q2 2019, an estimated $4K.
  • KWMG LLC first reported a position in Clough Global Opportunities Fund in Q2 2018 and held it in 4 quarters.
  • KWMG LLC's Clough Global Opportunities Fund position peaked at $4K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.