LIC
GLO

Lodestar Investment Counsel’s Clough Global Opportunities Fund GLO Stock Holding History

Lodestar Investment Counsel’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
2013
Q4 		– Sell
-11,162
Closed -$144K – 96
2013
Q3 		$144K Buy
11,162
+226
+2% +$2.9K 0.05% 93
2013
Q2 		$141K Buy
+10,936
New +$142K 0.05% 90

Other funds holding GLO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lodestar Investment Counsel's GLO Position: Q4 2013 in Review

Lodestar Investment Counsel sold out of Clough Global Opportunities Fund (GLO) in Q4 2013, closing a stake of 11,162 shares — an estimated $144K sold.

Lodestar Investment Counsel first reported a position in GLO in Q2 2013 and held it in 2 quarters. The position peaked at $144K in Q3 2013. 53 funds tracked by Wall St. Rank hold GLO as of Q4 2013.

  • Lodestar Investment Counsel reported no remaining Clough Global Opportunities Fund position as of Q4 2013 after selling out during the quarter.
  • Lodestar Investment Counsel sold 11,162 Clough Global Opportunities Fund shares in Q4 2013, an estimated $144K.
  • Lodestar Investment Counsel first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Lodestar Investment Counsel's Clough Global Opportunities Fund position peaked at $144K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2013.

Based on Lodestar Investment Counsel's 13F filing for Q4 2013, filed 3 Jan 2014.