ZIG
GLO

Zuckerman Investment Group’s Clough Global Opportunities Fund GLO Stock Holding History

Zuckerman Investment Group’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
Q1 		– Sell
-163,122
Closed -$1.77M – 57
2017
Q4 		$1.77M Sell
163,122
-135,200
-45% -$1.5M 0.45% 31
2017
Q3 		$3.33M Sell
298,322
-53,870
-15% -$600K 0.82% 24
2017
Q2 		$3.73M Sell
352,192
-46,580
-12% -$489K 1% 22
2017
Q1 		$4.1M Buy
398,772
+296,872
+291% +$2.9M 1% 24
2016
Q4 		$912K Buy
+101,900
New +$922K 0.22% 32

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zuckerman Investment Group's GLO Position: Q1 2018 in Review

Zuckerman Investment Group sold out of Clough Global Opportunities Fund (GLO) in Q1 2018, closing a stake of 163,122 shares — an estimated $1.77M sold.

Zuckerman Investment Group first reported a position in GLO in Q4 2016 and held it in 5 quarters. The position peaked at $4.1M in Q1 2017. 55 funds tracked by Wall St. Rank hold GLO as of Q1 2018.

  • Zuckerman Investment Group reported no remaining Clough Global Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Zuckerman Investment Group sold 163,122 Clough Global Opportunities Fund shares in Q1 2018, an estimated $1.77M.
  • Zuckerman Investment Group first reported a position in Clough Global Opportunities Fund in Q4 2016 and held it in 5 quarters.
  • Zuckerman Investment Group's Clough Global Opportunities Fund position peaked at $4.1M in Q1 2017.
  • 55 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q1 2018.

Based on Zuckerman Investment Group's 13F filing for Q1 2018, filed 14 May 2018.