Ladenburg Thalmann Financial Services’s Clough Global Opportunities Fund GLO Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$26K	Sell	2,751 -4,175	-60%	-$38.7K	﹤0.01%	3980
2019 Q3	$63K	Buy	6,926 +2,367	+52%	+$22.1K	﹤0.01%	3267
2019 Q2	$43K	Sell	4,559 -1,321	-22%	-$12.7K	﹤0.01%	3558
2019 Q1	$56K	Buy	5,880 +5,204	+770%	+$48.5K	﹤0.01%	3328
2018 Q4	$6K	Buy	676 +476	+238%	+$4.51K	﹤0.01%	4508
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	4875
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	4862
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	4862
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	4775
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	4666
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	4594
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	4564
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	4528
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	4473
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	4398
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	4381
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	4350
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	4256
2015 Q2	$2K	Hold	200	–	–	﹤0.01%	4341
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	4269
2014 Q4	$3K	Buy	+200	New	+$2.4K	﹤0.01%	3917

Other funds holding GLO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's GLO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Clough Global Opportunities Fund (GLO) stake by 60% in Q4 2019, selling an estimated $38.7K and leaving 2,751 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Ladenburg Thalmann Financial Services first reported a position in GLO in Q4 2014 and has held it in 21 quarters since. The position peaked at $63K in Q3 2019. 51 funds tracked by Wall St. Rank hold GLO as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,751 shares of Clough Global Opportunities Fund worth $26K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 4,175 Clough Global Opportunities Fund shares in Q4 2019, an estimated $38.7K.
Clough Global Opportunities Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3980 holding.
Ladenburg Thalmann Financial Services first reported a position in Clough Global Opportunities Fund in Q4 2014 and has held it in 21 quarters since.
Ladenburg Thalmann Financial Services's Clough Global Opportunities Fund position peaked at $63K in Q3 2019.
51 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.