MWM
GLV

MinichMacGregor Wealth Management’s Clough Global Dividend & Income Fund GLV Stock Holding History

MinichMacGregor Wealth Management’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$1.6K – 304
2022
Q4 		$1.6K Buy
+250
New +$1.72K ﹤0.01% 593

Other funds holding GLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MinichMacGregor Wealth Management's GLV Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Clough Global Dividend & Income Fund (GLV) in Q1 2023, closing a stake of 250 shares — an estimated $1.6K sold.

MinichMacGregor Wealth Management first reported a position in GLV in Q4 2022 and held it in 1 quarter. The position peaked at $1.6K in Q4 2022. 31 funds tracked by Wall St. Rank hold GLV as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Clough Global Dividend & Income Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 250 Clough Global Dividend & Income Fund shares in Q1 2023, an estimated $1.6K.
  • MinichMacGregor Wealth Management first reported a position in Clough Global Dividend & Income Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Clough Global Dividend & Income Fund position peaked at $1.6K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.