TIAM2
GLV

Tru Independence Asset Management 2’s Clough Global Dividend & Income Fund GLV Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-854
Closed -$9K – 223
2020
Q4 		$9K Buy
+854
New +$8.27K 0.01% 322

Other funds holding GLV

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tru Independence Asset Management 2's GLV Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Clough Global Dividend & Income Fund (GLV) in Q1 2021, closing a stake of 854 shares — an estimated $9K sold.

Tru Independence Asset Management 2 first reported a position in GLV in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 22 funds tracked by Wall St. Rank hold GLV as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Clough Global Dividend & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 854 Clough Global Dividend & Income Fund shares in Q1 2021, an estimated $9K.
  • Tru Independence Asset Management 2 first reported a position in Clough Global Dividend & Income Fund in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Clough Global Dividend & Income Fund position peaked at $9K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Clough Global Dividend & Income Fund as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.