RIA
GLO

Realta Investment Advisors’s Clough Global Opportunities Fund GLO Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-744
Closed -$7K – 729
2019
Q4 		$7K Sell
744
-55
-7% -$509 ﹤0.01% 1239
2019
Q3 		$8K Buy
799
+180
+29% +$1.68K ﹤0.01% 1171
2019
Q2 		$6K Buy
+619
New +$5.93K ﹤0.01% 1310

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Realta Investment Advisors's GLO Position: Q1 2020 in Review

Realta Investment Advisors sold out of Clough Global Opportunities Fund (GLO) in Q1 2020, closing a stake of 744 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in GLO in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q3 2019. 51 funds tracked by Wall St. Rank hold GLO as of Q1 2020.

  • Realta Investment Advisors reported no remaining Clough Global Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 744 Clough Global Opportunities Fund shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Clough Global Opportunities Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Clough Global Opportunities Fund position peaked at $8K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.