PFA
GLO

Pathway Financial Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-14,000
Closed -$154K – 195
2018
Q2 		$154K Hold
14,000
– – 0.09% 112
2018
Q1 		$150K Hold
14,000
– – 0.09% 112
2017
Q4 		$152K Buy
+14,000
New +$156K 0.09% 112

Other funds holding GLO

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathway Financial Advisors's GLO Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Clough Global Opportunities Fund (GLO) in Q3 2018, closing a stake of 14,000 shares — an estimated $154K sold.

Pathway Financial Advisors first reported a position in GLO in Q4 2017 and held it in 3 quarters. The position peaked at $154K in Q2 2018. 50 funds tracked by Wall St. Rank hold GLO as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Clough Global Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 14,000 Clough Global Opportunities Fund shares in Q3 2018, an estimated $154K.
  • Pathway Financial Advisors first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Clough Global Opportunities Fund position peaked at $154K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.