Enterprise Financial Services Corp (EFSC)’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-1,081	Closed	-$66K	–	1091
2018 Q3	$66K	Buy	+1,081	New	+$66.1K	0.03%	234

Other funds holding FMO

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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

Enterprise Financial Services Corp (EFSC)'s FMO Position: Q4 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2018, closing a stake of 1,081 shares — an estimated $66K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FMO in Q3 2018 and held it in 1 quarter. The position peaked at $66K in Q3 2018. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2018.

Enterprise Financial Services Corp (EFSC) reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,081 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2018, an estimated $66K.
Enterprise Financial Services Corp (EFSC) first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2018 and held it in 1 quarter.
Enterprise Financial Services Corp (EFSC)'s Fiduciary/Claymore Energy Infrastructure Fund position peaked at $66K in Q3 2018.
66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2018, filed 25 Jan 2019.