RJT
GLO

Raymond James Trust’s Clough Global Opportunities Fund GLO Stock Holding History

Raymond James Trust’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
2017
Q1 		– Sell
-12,000
Closed -$108K – 719
2016
Q4 		$108K Hold
12,000
– – 0.01% 688
2016
Q3 		$116K Hold
12,000
– – 0.01% 659
2016
Q2 		$112K Buy
+12,000
New +$113K 0.01% 651

Other funds holding GLO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Trust's GLO Position: Q1 2017 in Review

Raymond James Trust sold out of Clough Global Opportunities Fund (GLO) in Q1 2017, closing a stake of 12,000 shares — an estimated $108K sold.

Raymond James Trust first reported a position in GLO in Q2 2016 and held it in 3 quarters. The position peaked at $116K in Q3 2016. 46 funds tracked by Wall St. Rank hold GLO as of Q1 2017.

  • Raymond James Trust reported no remaining Clough Global Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Raymond James Trust sold 12,000 Clough Global Opportunities Fund shares in Q1 2017, an estimated $108K.
  • Raymond James Trust first reported a position in Clough Global Opportunities Fund in Q2 2016 and held it in 3 quarters.
  • Raymond James Trust's Clough Global Opportunities Fund position peaked at $116K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2017.

Based on Raymond James Trust's 13F filing for Q1 2017, filed 7 Apr 2017.