SFG
GLO

SevenBridge Financial Group’s Clough Global Opportunities Fund GLO Stock Holding History

SevenBridge Financial Group’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
2019
Q3 		– Sell
-119
Closed -$1K – 307
2019
Q2 		$1K Hold
119
– – ﹤0.01% 611
2019
Q1 		$1K Buy
+119
New +$1.11K ﹤0.01% 581
2017
Q3 		– Sell
-119
Closed -$1K – 632
2017
Q2 		$1K Hold
119
– – ﹤0.01% 614
2017
Q1 		$1K Hold
119
– – ﹤0.01% 603
2016
Q4 		$1K Buy
+119
New +$1.08K ﹤0.01% 615
2016
Q3 		– Sell
-119
Closed -$1K – 646
2016
Q2 		$1K Buy
+119
New +$1.12K ﹤0.01% 716

Other funds holding GLO

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SevenBridge Financial Group's GLO Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Clough Global Opportunities Fund (GLO) in Q3 2019, closing a stake of 119 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in GLO in Q2 2016 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 45 funds tracked by Wall St. Rank hold GLO as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Clough Global Opportunities Fund position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 119 Clough Global Opportunities Fund shares in Q3 2019, an estimated $1K.
  • SevenBridge Financial Group first reported a position in Clough Global Opportunities Fund in Q2 2016 and held it in 6 quarters.
  • SevenBridge Financial Group's Clough Global Opportunities Fund position peaked at $1K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.