Doyle Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-666	Closed	-$32K	–	825
2019 Q2	$32K	Buy	+666	New	+$34.1K	﹤0.01%	445
2019 Q1	–	Sell	-666	Closed	-$30K	–	822
2018 Q4	$30K	Buy	+666	New	+$34.7K	0.01%	456

Other funds holding FMO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AAM

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SIA

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

QPWM

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

LTFS

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

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

Doyle Wealth Management's FMO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2019, closing a stake of 666 shares — an estimated $32K sold.

Doyle Wealth Management first reported a position in FMO in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2019. 65 funds tracked by Wall St. Rank hold FMO as of Q3 2019.

Doyle Wealth Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 666 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2019, an estimated $32K.
Doyle Wealth Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $32K in Q2 2019.
65 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.