Gradient Investments’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-100	Closed	-$1K	–	1257
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	1023
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	1066
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	872
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	851
2019 Q2	$5K	Buy	+100	New	+$5.12K	﹤0.01%	784
2017 Q3	–	Sell	-146	Closed	-$10K	–	775
2017 Q2	$10K	Hold	146	–	–	﹤0.01%	490
2017 Q1	$11K	Hold	146	–	–	﹤0.01%	497
2016 Q4	$11K	Hold	146	–	–	﹤0.01%	447
2016 Q3	$12K	Hold	146	–	–	﹤0.01%	433
2016 Q2	$10K	Hold	146	–	–	﹤0.01%	435
2016 Q1	$8K	Hold	146	–	–	﹤0.01%	477
2015 Q4	$9K	Hold	146	–	–	﹤0.01%	418
2015 Q3	$11K	Buy	+146	New	+$14.4K	﹤0.01%	375

Other funds holding FMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

CRC

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Gradient Investments's FMO Position: Q3 2020 in Review

Gradient Investments sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Gradient Investments first reported a position in FMO in Q3 2015 and held it in 13 quarters. The position peaked at $12K in Q3 2016. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

Gradient Investments reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 100 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $1K.
Gradient Investments first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2015 and held it in 13 quarters.
Gradient Investments's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $12K in Q3 2016.
45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.