SFS
GLO

Sowell Financial Services’s Clough Global Opportunities Fund GLO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-95
Closed -$1K – 1396
2021
Q1 		$1K Sell
95
-10
-10% -$123 ﹤0.01% 2944
2020
Q4 		$1K Buy
105
+11
+12% +$111 ﹤0.01% 2576
2020
Q3 		$1K Hold
94
– – ﹤0.01% 2369
2020
Q2 		$1K Hold
94
– – ﹤0.01% 2302
2020
Q1 		$1K Buy
94
+54
+135% +$490 ﹤0.01% 2242
2019
Q4 		$0 Hold
40
– – ﹤0.01% 2567
2019
Q3 		$0 Buy
+40
New +$374 ﹤0.01% 2406

Other funds holding GLO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's GLO Position: Q2 2021 in Review

Sowell Financial Services sold out of Clough Global Opportunities Fund (GLO) in Q2 2021, closing a stake of 95 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in GLO in Q3 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 52 funds tracked by Wall St. Rank hold GLO as of Q2 2021.

  • Sowell Financial Services reported no remaining Clough Global Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 95 Clough Global Opportunities Fund shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Clough Global Opportunities Fund in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Clough Global Opportunities Fund position peaked at $1K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.