Patriot Financial Group Insurance Agency’s Clough Global Dividend & Income Fund GLV Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-72	Closed	-$1K	–	707
2018 Q1	$1K	Hold	72	–	–	﹤0.01%	911
2017 Q4	$1K	Hold	72	–	–	﹤0.01%	897
2017 Q3	$1K	Hold	72	–	–	﹤0.01%	876
2017 Q2	$1K	Hold	72	–	–	﹤0.01%	877
2017 Q1	$1K	Hold	72	–	–	﹤0.01%	793
2016 Q4	$1K	Buy	+72	New	+$842	﹤0.01%	734

Other funds holding GLV

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFS

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

Patriot Financial Group Insurance Agency's GLV Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Clough Global Dividend & Income Fund (GLV) in Q2 2018, closing a stake of 72 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in GLV in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 20 funds tracked by Wall St. Rank hold GLV as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Clough Global Dividend & Income Fund position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 72 Clough Global Dividend & Income Fund shares in Q2 2018, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Clough Global Dividend & Income Fund in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Clough Global Dividend & Income Fund position peaked at $1K in Q1 2018.
20 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.