CPIG
FMO

Chicago Partners Investment Group’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Chicago Partners Investment Group’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
2017
Q4 		– Sell
-296
Closed -$19K – 975
2017
Q3 		$19K Hold
296
– – ﹤0.01% 643
2017
Q2 		$21K Buy
+296
New +$21.5K 0.01% 516

Other funds holding FMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group's FMO Position: Q4 2017 in Review

Chicago Partners Investment Group sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2017, closing a stake of 296 shares — an estimated $19K sold.

Chicago Partners Investment Group first reported a position in FMO in Q2 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2017. 62 funds tracked by Wall St. Rank hold FMO as of Q4 2017.

  • Chicago Partners Investment Group reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 296 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2017, an estimated $19K.
  • Chicago Partners Investment Group first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2017 and held it in 2 quarters.
  • Chicago Partners Investment Group's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $21K in Q2 2017.
  • 62 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2017.

Based on Chicago Partners Investment Group's 13F filing for Q4 2017, filed 28 Mar 2018.