Stifel Financial
GLO

Stifel Financial’s Clough Global Opportunities Fund GLO Stock Holding History

Stifel Financial’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
2022
Q1 		– Sell
-14,352
Closed -$153K – 3419
2021
Q4 		$153K Sell
14,352
-20
-0.1% -$242 ﹤0.01% 3199
2021
Q3 		$175K Sell
14,372
-1,703
-11% -$21.5K ﹤0.01% 3155
2021
Q2 		$195K Buy
16,075
+2,950
+22% +$37.1K ﹤0.01% 3140
2021
Q1 		$161K Buy
13,125
+39
+0.3% +$478 ﹤0.01% 3062
2020
Q4 		$145K Buy
13,086
+797
+6% +$8.05K ﹤0.01% 2892
2020
Q3 		$115K Sell
12,289
-3,250
-21% -$30.5K ﹤0.01% 2737
2020
Q2 		$135K Sell
15,539
-4,110
-21% -$33K ﹤0.01% 2673
2020
Q1 		$140K Buy
19,649
+1,490
+8% +$13.5K ﹤0.01% 2523
2019
Q4 		$171K Buy
18,159
+1,264
+7% +$11.7K ﹤0.01% 2805
2019
Q3 		$154K Sell
16,895
-10,079
-37% -$94.3K ﹤0.01% 2705
2019
Q2 		$253K Sell
26,974
-606
-2% -$5.8K ﹤0.01% 2583
2019
Q1 		$267K Sell
27,580
-483
-2% -$4.5K ﹤0.01% 2428
2018
Q4 		$231K Sell
28,063
-9,805
-26% -$93K ﹤0.01% 2380
2018
Q3 		$408K Buy
37,868
+3,775
+11% +$42.3K ﹤0.01% 2188
2018
Q2 		$372K Buy
34,093
+11,688
+52% +$128K ﹤0.01% 2172
2018
Q1 		$238K Buy
22,405
+8,923
+66% +$99K ﹤0.01% 2382
2017
Q4 		$145K Sell
13,482
-3,251
-19% -$36.2K ﹤0.01% 2502
2017
Q3 		$186K Sell
16,733
-1,000
-6% -$11.1K ﹤0.01% 2399
2017
Q2 		$190K Sell
17,733
-1,744
-9% -$18.3K ﹤0.01% 2366
2017
Q1 		$197K Sell
19,477
-1,324
-6% -$12.9K ﹤0.01% 2332
2016
Q4 		$186K Buy
20,801
+754
+4% +$6.82K ﹤0.01% 2276
2016
Q3 		$195K Buy
+20,047
New +$193K ﹤0.01% 2192

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stifel Financial's GLO Position: Q1 2022 in Review

Stifel Financial sold out of Clough Global Opportunities Fund (GLO) in Q1 2022, closing a stake of 14,352 shares — an estimated $153K sold.

Stifel Financial first reported a position in GLO in Q3 2016 and held it in 22 quarters. The position peaked at $408K in Q3 2018. 54 funds tracked by Wall St. Rank hold GLO as of Q1 2022.

  • Stifel Financial reported no remaining Clough Global Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 14,352 Clough Global Opportunities Fund shares in Q1 2022, an estimated $153K.
  • Stifel Financial first reported a position in Clough Global Opportunities Fund in Q3 2016 and held it in 22 quarters.
  • Stifel Financial's Clough Global Opportunities Fund position peaked at $408K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.