MAFM
GLO

Mid Atlantic Financial Management’s Clough Global Opportunities Fund GLO Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$263K Sell
21,600
-1,300
-6% -$16.4K 0.02% 718
2021
Q2 		$277K Buy
22,900
+12,300
+116% +$155K 0.02% 697
2021
Q1 		$130K Buy
+10,600
New +$130K 0.01% 818

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mid Atlantic Financial Management's GLO Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Clough Global Opportunities Fund (GLO) stake by 5.7% in Q3 2021, selling an estimated $16.4K and leaving 21,600 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #718.

Mid Atlantic Financial Management first reported a position in GLO in Q1 2021 and has held it in 3 quarters since. The position peaked at $277K in Q2 2021. 49 funds tracked by Wall St. Rank hold GLO as of Q3 2021.

  • Mid Atlantic Financial Management held 21,600 shares of Clough Global Opportunities Fund worth $263K as of Q3 2021.
  • Mid Atlantic Financial Management sold 1,300 Clough Global Opportunities Fund shares in Q3 2021, an estimated $16.4K.
  • Clough Global Opportunities Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #718 holding.
  • Mid Atlantic Financial Management first reported a position in Clough Global Opportunities Fund in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Clough Global Opportunities Fund position peaked at $277K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.