BRWA
FMO

B. Riley Wealth Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

B. Riley Wealth Advisors’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
2013
Q4 		– Sell
-798
Closed -$98K – 728
2013
Q3 		$98K Buy
+798
New +$104K 0.03% 545

Other funds holding FMO

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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

B. Riley Wealth Advisors's FMO Position: Q4 2013 in Review

B. Riley Wealth Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2013, closing a stake of 798 shares — an estimated $98K sold.

B. Riley Wealth Advisors first reported a position in FMO in Q3 2013 and held it in 1 quarter. The position peaked at $98K in Q3 2013. 49 funds tracked by Wall St. Rank hold FMO as of Q4 2013.

  • B. Riley Wealth Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2013 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 798 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2013, an estimated $98K.
  • B. Riley Wealth Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2013 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $98K in Q3 2013.
  • 49 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2013.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.