WP
GLO

WealthPLAN Partners’s Clough Global Opportunities Fund GLO Stock Holding History

WealthPLAN 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
2016
Q3 		$8.18K Sell
850
-850
-50% -$8.2K ﹤0.01% 632
2016
Q2 		$7.94K Buy
+1,700
New +$16K ﹤0.01% 1828

Other funds holding GLO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

WealthPLAN Partners's GLO Position: Q3 2016 in Review

WealthPLAN Partners reduced its Clough Global Opportunities Fund (GLO) stake by 50% in Q3 2016, selling an estimated $8.2K and leaving 850 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

WealthPLAN Partners first reported a position in GLO in Q2 2016 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold GLO as of Q3 2016.

  • WealthPLAN Partners held 850 shares of Clough Global Opportunities Fund worth $8.18K as of Q3 2016.
  • WealthPLAN Partners sold 850 Clough Global Opportunities Fund shares in Q3 2016, an estimated $8.2K.
  • Clough Global Opportunities Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #632 holding.
  • WealthPLAN Partners first reported a position in Clough Global Opportunities Fund in Q2 2016 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.