SWP
GLV

Stratos Wealth Partners’s Clough Global Dividend & Income Fund GLV Stock Holding History

Stratos Wealth Partners’s Portfolio GLV Stock Details GLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,001
Closed -$12K – 1486
2018
Q3 		$12K Buy
+1,001
New +$12.6K ﹤0.01% 2090
2018
Q2 		– Sell
-1,001
Closed -$12K – 1611
2018
Q1 		$12K Buy
+1,001
New +$13.2K ﹤0.01% 2223

Other funds holding GLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's GLV Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Clough Global Dividend & Income Fund (GLV) in Q4 2018, closing a stake of 1,001 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in GLV in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 24 funds tracked by Wall St. Rank hold GLV as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Clough Global Dividend & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,001 Clough Global Dividend & Income Fund shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in Clough Global Dividend & Income Fund in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Clough Global Dividend & Income Fund position peaked at $12K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.