Guild Investment Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,022
| Closed | -$2.84M | – | 43 |
|
|
2014
Q3 | $2.84M | Sell |
20,022
-13,698
| -41% | -$1.94M | 3.33% | 15 |
|
|
2014
Q2 | $4.85M | Buy |
33,720
+280
| +0.8% | +$40.3K | 4.33% | 5 |
|
|
2014
Q1 | $4.34M | Sell |
33,440
-1,142
| -3% | -$148K | 7.24% | 3 |
|
|
2013
Q4 | $4.4M | Buy |
34,582
+9,484
| +38% | +$1.21M | 3.06% | 7 |
|
|
2013
Q3 | $3.09M | Buy |
+25,098
| New | +$3.09M | 3.78% | 10 |
|