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	–	1397
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%	2570
2019 Q3	$0	Buy	+40	New	+$374	﹤0.01%	2413

Other funds holding GLO

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return