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 New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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.