PMFA
GLO

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

Plante Moran 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
2024
Q2 		– Sell
-23
Closed -$116 – 821
2024
Q1 		$116 Buy
+23
New +$112 ﹤0.01% 826
2021
Q3 		– Sell
-3,781
Closed -$46K – 957
2021
Q2 		$46K Hold
3,781
– – 0.01% 387
2021
Q1 		$46K Hold
3,781
– – 0.01% 384
2020
Q4 		$42K Hold
3,781
– – 0.01% 391
2020
Q3 		$35K Hold
3,781
– – 0.01% 382
2020
Q2 		$33K Buy
+3,781
New +$30.4K 0.01% 347

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Plante Moran Financial Advisors's GLO Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Clough Global Opportunities Fund (GLO) in Q2 2024, closing a stake of 23 shares — an estimated $116 sold.

Plante Moran Financial Advisors first reported a position in GLO in Q2 2020 and held it in 6 quarters. The position peaked at $46K in Q2 2021. 65 funds tracked by Wall St. Rank hold GLO as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Clough Global Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 23 Clough Global Opportunities Fund shares in Q2 2024, an estimated $116.
  • Plante Moran Financial Advisors first reported a position in Clough Global Opportunities Fund in Q2 2020 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Clough Global Opportunities Fund position peaked at $46K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.