SWP
GLO

Stratos Wealth Partners’s Clough Global Opportunities Fund GLO Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-1,883
Closed -$20K – 1606
2018
Q1 		$20K Hold
1,883
– – ﹤0.01% 2010
2017
Q4 		$20K Buy
+1,883
New +$21K ﹤0.01% 1905

Other funds holding GLO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's GLO Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Clough Global Opportunities Fund (GLO) in Q2 2018, closing a stake of 1,883 shares — an estimated $20K sold.

Stratos Wealth Partners first reported a position in GLO in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 46 funds tracked by Wall St. Rank hold GLO as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Clough Global Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,883 Clough Global Opportunities Fund shares in Q2 2018, an estimated $20K.
  • Stratos Wealth Partners first reported a position in Clough Global Opportunities Fund in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Clough Global Opportunities Fund position peaked at $20K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.