RWA
GLV

Ropes Wealth Advisors’s Clough Global Dividend & Income Fund GLV Stock Holding History

Ropes Wealth 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
2020
Q4 		– Sell
-1,500
Closed -$14K – 843
2020
Q3 		$14K Buy
+1,500
New +$14.3K ﹤0.01% 485

Other funds holding GLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's GLV Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Clough Global Dividend & Income Fund (GLV) in Q4 2020, closing a stake of 1,500 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in GLV in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 24 funds tracked by Wall St. Rank hold GLV as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Clough Global Dividend & Income Fund position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,500 Clough Global Dividend & Income Fund shares in Q4 2020, an estimated $14K.
  • Ropes Wealth Advisors first reported a position in Clough Global Dividend & Income Fund in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Clough Global Dividend & Income Fund position peaked at $14K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.