FGC
FMO

Financial Gravity Companies’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Financial Gravity Companies’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
Q1 		$6K Buy
+104
New +$6.79K 0.01% 705

Other funds holding FMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's FMO Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2018: 104 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

63 funds tracked by Wall St. Rank hold FMO as of Q1 2018.

  • Financial Gravity Companies held 104 shares of Fiduciary/Claymore Energy Infrastructure Fund worth $6K as of Q1 2018.
  • Fiduciary/Claymore Energy Infrastructure Fund was a new Financial Gravity Companies position in Q1 2018.
  • Fiduciary/Claymore Energy Infrastructure Fund made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #705 holding.
  • 63 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.