Ameritas Investment Company’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Ameritas Investment Company’s Portfolio FMO Stock Details FMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-240	Closed	-$2.37K	–	2253
2021 Q1	$2.37K	Buy	+240	New	+$1.98K	﹤0.01%	1878
2020 Q2	–	Sell	-964	Closed	-$6K	–	1751
2020 Q1	$6K	Buy	+964	New	+$27.8K	﹤0.01%	1360
2019 Q4	–	Sell	-1,156	Closed	-$50K	–	1625
2019 Q3	$50K	Buy	+1,156	New	+$53.8K	0.01%	663
2019 Q2	–	Sell	-240	Closed	-$13K	–	942
2019 Q1	$13K	Sell	240 -86	-26%	-$4.46K	﹤0.01%	618
2018 Q4	$14K	Buy	+326	New	+$17K	﹤0.01%	965

Other funds holding FMO

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Company's FMO Position: Q2 2021 in Review

Ameritas Investment Company sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2021, closing a stake of 240 shares — an estimated $2.37K sold.

Ameritas Investment Company first reported a position in FMO in Q4 2018 and held it in 5 quarters. The position peaked at $50K in Q3 2019. 38 funds tracked by Wall St. Rank hold FMO as of Q2 2021.

Ameritas Investment Company reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 240 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2021, an estimated $2.37K.
Ameritas Investment Company first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $50K in Q3 2019.
38 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.