CBU
FMO

CIBC Bank USA’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

CIBC Bank USA’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
2014
Q4 		– Sell
-1,490
Closed -$211K – 310
2014
Q3 		$211K Hold
1,490
– – 0.04% 270
2014
Q2 		$214K Buy
+1,490
New +$203K 0.04% 277
2013
Q3 		– Sell
-1,490
Closed -$203K – 316
2013
Q2 		$203K Buy
+1,490
New +$194K 0.01% 290

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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIBC Bank USA's FMO Position: Q4 2014 in Review

CIBC Bank USA sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2014, closing a stake of 1,490 shares — an estimated $211K sold.

CIBC Bank USA first reported a position in FMO in Q2 2013 and held it in 3 quarters. The position peaked at $214K in Q2 2014. 54 funds tracked by Wall St. Rank hold FMO as of Q4 2014.

  • CIBC Bank USA reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2014 after selling out during the quarter.
  • CIBC Bank USA sold 1,490 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2014, an estimated $211K.
  • CIBC Bank USA first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2013 and held it in 3 quarters.
  • CIBC Bank USA's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $214K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2014.

Based on CIBC Bank USA's 13F filing for Q4 2014, filed 13 Jan 2015.