PFO
GLO

Pathstone Family Office’s Clough Global Opportunities Fund GLO Stock Holding History

Pathstone Family Office’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
2019
Q3 		– Sell
-166
Closed -$2K – 656
2019
Q2 		$2K Buy
+166
New +$1.59K ﹤0.01% 590

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pathstone Family Office's GLO Position: Q3 2019 in Review

Pathstone Family Office sold out of Clough Global Opportunities Fund (GLO) in Q3 2019, closing a stake of 166 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in GLO in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 45 funds tracked by Wall St. Rank hold GLO as of Q3 2019.

  • Pathstone Family Office reported no remaining Clough Global Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • Pathstone Family Office sold 166 Clough Global Opportunities Fund shares in Q3 2019, an estimated $2K.
  • Pathstone Family Office first reported a position in Clough Global Opportunities Fund in Q2 2019 and held it in 1 quarter.
  • Pathstone Family Office's Clough Global Opportunities Fund position peaked at $2K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2019.

Based on Pathstone Family Office's 13F filing for Q3 2019, filed 13 Nov 2019.