FIM
FMO

Freedom Investment Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Freedom Investment 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
2018
Q2 		– Sell
-3,545
Closed -$187K – 1182
2018
Q1 		$187K Buy
+3,545
New +$231K 0.01% 1046

Other funds holding FMO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 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 27.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Freedom Investment Management's FMO Position: Q2 2018 in Review

Freedom Investment Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2018, closing a stake of 3,545 shares — an estimated $187K sold.

Freedom Investment Management first reported a position in FMO in Q1 2018 and held it in 1 quarter. The position peaked at $187K in Q1 2018. 64 funds tracked by Wall St. Rank hold FMO as of Q2 2018.

  • Freedom Investment Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,545 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2018, an estimated $187K.
  • Freedom Investment Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2018 and held it in 1 quarter.
  • Freedom Investment Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $187K in Q1 2018.
  • 64 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.