PFS
GLO

Prospera Financial Services’s Clough Global Opportunities Fund GLO Stock Holding History

Prospera Financial Services’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
2013
Q4 		– Sell
-13,907
Closed -$180K – 276
2013
Q3 		$180K Buy
13,907
+271
+2% +$3.48K 0.07% 218
2013
Q2 		$178K Buy
+13,636
New +$177K 0.08% 209

Other funds holding GLO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's GLO Position: Q4 2013 in Review

Prospera Financial Services sold out of Clough Global Opportunities Fund (GLO) in Q4 2013, closing a stake of 13,907 shares — an estimated $180K sold.

Prospera Financial Services first reported a position in GLO in Q2 2013 and held it in 2 quarters. The position peaked at $180K in Q3 2013. 53 funds tracked by Wall St. Rank hold GLO as of Q4 2013.

  • Prospera Financial Services reported no remaining Clough Global Opportunities Fund position as of Q4 2013 after selling out during the quarter.
  • Prospera Financial Services sold 13,907 Clough Global Opportunities Fund shares in Q4 2013, an estimated $180K.
  • Prospera Financial Services first reported a position in Clough Global Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Prospera Financial Services's Clough Global Opportunities Fund position peaked at $180K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2013.

Based on Prospera Financial Services's 13F filing for Q4 2013, filed 13 Feb 2014.