Patriot Financial Group Insurance Agency’s Clough Global Equity Fund GLQ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GLQ Stock Details GLQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-900	Closed	-$8K	–	1004
2022 Q2	$8K	Hold	900	–	–	﹤0.01%	1330
2022 Q1	$11K	Hold	900	–	–	﹤0.01%	1313
2021 Q4	$12K	Hold	900	–	–	﹤0.01%	1418
2021 Q3	$13K	Hold	900	–	–	﹤0.01%	1359
2021 Q2	$13K	Hold	900	–	–	﹤0.01%	1342
2021 Q1	$14K	Hold	900	–	–	﹤0.01%	1239
2020 Q4	$12K	Hold	900	–	–	﹤0.01%	1156
2020 Q3	$10K	Hold	900	–	–	﹤0.01%	1032
2020 Q2	$10K	Hold	900	–	–	﹤0.01%	979
2020 Q1	$8K	Sell	900 -200	-18%	-$2.3K	﹤0.01%	917
2019 Q4	$13K	Hold	1,100	–	–	﹤0.01%	779
2019 Q3	$13K	Hold	1,100	–	–	0.01%	748
2019 Q2	$14K	Hold	1,100	–	–	0.01%	732
2019 Q1	$14K	Hold	1,100	–	–	0.01%	629
2018 Q4	$12K	Buy	+1,100	New	+$14.1K	0.01%	578

Other funds holding GLQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GLQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Clough Global Equity Fund (GLQ) in Q3 2022, closing a stake of 900 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in GLQ in Q4 2018 and held it in 15 quarters. The position peaked at $14K in Q1 2021. 34 funds tracked by Wall St. Rank hold GLQ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Clough Global Equity Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 900 Clough Global Equity Fund shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Clough Global Equity Fund in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Clough Global Equity Fund position peaked at $14K in Q1 2021.
34 funds tracked by Wall St. Rank held Clough Global Equity Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.