LFF
GLQ

Level Four Financial’s Clough Global Equity Fund GLQ Stock Holding History

Level Four Financial’s Portfolio GLQ Stock Details GLQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$697K Buy
47,600
+2,000
+4% +$30.5K 0.3% 84
2021
Q2 		$673K Buy
+45,600
New +$697K 0.28% 98

Other funds holding GLQ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Level Four Financial's GLQ Position: Q3 2021 in Review

Level Four Financial increased its Clough Global Equity Fund (GLQ) stake by 4.4% in Q3 2021, buying an estimated $30.5K and bringing the position to 47,600 shares worth $697K. The position accounts for 0.3% of the portfolio, ranked #84.

Level Four Financial first reported a position in GLQ in Q2 2021 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold GLQ as of Q3 2021.

  • Level Four Financial held 47,600 shares of Clough Global Equity Fund worth $697K as of Q3 2021.
  • Level Four Financial bought 2,000 Clough Global Equity Fund shares in Q3 2021, an estimated $30.5K.
  • Clough Global Equity Fund made up 0.3% of Level Four Financial's portfolio in Q3 2021, its #84 holding.
  • Level Four Financial first reported a position in Clough Global Equity Fund in Q2 2021 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.