RIA
GLV

Realta Investment Advisors’s Clough Global Dividend & Income Fund GLV Stock Holding History

Realta Investment Advisors’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-350
Closed -$4K – 1680
2019
Q2 		$4K Buy
+350
New +$3.89K ﹤0.01% 1424

Other funds holding GLV

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SFS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Realta Investment Advisors's GLV Position: Q3 2019 in Review

Realta Investment Advisors sold out of Clough Global Dividend & Income Fund (GLV) in Q3 2019, closing a stake of 350 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in GLV in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 25 funds tracked by Wall St. Rank hold GLV as of Q3 2019.

  • Realta Investment Advisors reported no remaining Clough Global Dividend & Income Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 350 Clough Global Dividend & Income Fund shares in Q3 2019, an estimated $4K.
  • Realta Investment Advisors first reported a position in Clough Global Dividend & Income Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Clough Global Dividend & Income Fund position peaked at $4K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.