Creative Financial Designs’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Creative Financial Designs’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
2018 Q4	–	Sell	-505	Closed	-$31K	–	785
2018 Q3	$31K	Hold	505	–	–	0.02%	280
2018 Q2	$30K	Buy	+505	New	+$29.5K	0.02%	306

Other funds holding FMO

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's FMO Position: Q4 2018 in Review

Creative Financial Designs sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2018, closing a stake of 505 shares — an estimated $31K sold.

Creative Financial Designs first reported a position in FMO in Q2 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2018.

Creative Financial Designs reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 505 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2018, an estimated $31K.
Creative Financial Designs first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2018 and held it in 2 quarters.
Creative Financial Designs's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $31K in Q3 2018.
66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.