GSC
FMO

Ground Swell Capital’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Buy
25
+8
+47% +$1.12K 0.01% 1788
2014
Q2 		$2K Buy
+17
New +$2.31K ﹤0.01% 1568

Other funds holding FMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ground Swell Capital's FMO Position: Q3 2014 in Review

Ground Swell Capital increased its Fiduciary/Claymore Energy Infrastructure Fund (FMO) stake by 47% in Q3 2014, buying an estimated $1.12K and bringing the position to 25 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1788.

Ground Swell Capital first reported a position in FMO in Q2 2014 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold FMO as of Q3 2014.

  • Ground Swell Capital held 25 shares of Fiduciary/Claymore Energy Infrastructure Fund worth $3K as of Q3 2014.
  • Ground Swell Capital bought 8 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2014, an estimated $1.12K.
  • Fiduciary/Claymore Energy Infrastructure Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1788 holding.
  • Ground Swell Capital first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2014 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.