MSFP
GLO

Mark Sheptoff Financial Planning’s Clough Global Opportunities Fund GLO Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-1,000
Closed -$11.8K – 344
2015
Q2 		$12K Hold
1,000
– – 0.01% 260
2015
Q1 		$12K Hold
1,000
– – 0.01% 254
2014
Q4 		$12K Hold
1,000
– – 0.01% 254
2014
Q3 		$12K Sell
1,000
-1,000
-50% -$12.6K 0.01% 264
2014
Q2 		$26K Hold
2,000
– – 0.02% 209
2014
Q1 		$25K Buy
+2,000
New +$25.8K 0.02% 222

Other funds holding GLO

Bank of America
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Mark Sheptoff Financial Planning's GLO Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Clough Global Opportunities Fund (GLO) in Q3 2015, closing a stake of 1,000 shares — an estimated $11.8K sold.

Mark Sheptoff Financial Planning first reported a position in GLO in Q1 2014 and held it in 6 quarters. The position peaked at $26K in Q2 2014. 45 funds tracked by Wall St. Rank hold GLO as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Clough Global Opportunities Fund position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 Clough Global Opportunities Fund shares in Q3 2015, an estimated $11.8K.
  • Mark Sheptoff Financial Planning first reported a position in Clough Global Opportunities Fund in Q1 2014 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Clough Global Opportunities Fund position peaked at $26K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.