RIA
GLO icon

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 $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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.