Northwestern Mutual Wealth Management
GLO

Northwestern Mutual Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Northwestern Mutual Wealth 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
2014
Q2 		– Sell
-1,500
Closed -$19K – 1305
2014
Q1 		$19K Buy
+1,500
New +$19.3K ﹤0.01% 766

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

Northwestern Mutual Wealth Management's GLO Position: Q2 2014 in Review

Northwestern Mutual Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q2 2014, closing a stake of 1,500 shares — an estimated $19K sold.

Northwestern Mutual Wealth Management first reported a position in GLO in Q1 2014 and held it in 1 quarter. The position peaked at $19K in Q1 2014. 49 funds tracked by Wall St. Rank hold GLO as of Q2 2014.

  • Northwestern Mutual Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,500 Clough Global Opportunities Fund shares in Q2 2014, an estimated $19K.
  • Northwestern Mutual Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Clough Global Opportunities Fund position peaked at $19K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2014.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2014, filed 5 Aug 2014.