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GLO

Vantage Financial Partners (Wisconsin)’s Clough Global Opportunities Fund GLO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2023
Q3 		– Sell
-10,400
Closed -$52.1K – 92
2023
Q2 		$52.1K Buy
+10,400
New +$49.9K 0.02% 92

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GLO Position: Q3 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Clough Global Opportunities Fund (GLO) in Q3 2023, closing a stake of 10,400 shares — an estimated $52.1K sold.

Vantage Financial Partners (Wisconsin) first reported a position in GLO in Q2 2023 and held it in 1 quarter. The position peaked at $52.1K in Q2 2023. 63 funds tracked by Wall St. Rank hold GLO as of Q3 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining Clough Global Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 10,400 Clough Global Opportunities Fund shares in Q3 2023, an estimated $52.1K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Clough Global Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Clough Global Opportunities Fund position peaked at $52.1K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2023, filed 2 Nov 2023.