IFP Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

IFP Advisors’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
2017 Q4	–	Sell	-160	Closed	-$10K	–	4203
2017 Q3	$10K	Hold	160	–	–	﹤0.01%	3054
2017 Q2	$11K	Hold	160	–	–	﹤0.01%	2980
2017 Q1	$13K	Hold	160	–	–	﹤0.01%	2789
2016 Q4	$12K	Hold	160	–	–	﹤0.01%	2816
2016 Q3	$13K	Hold	160	–	–	﹤0.01%	2686
2016 Q2	$11K	Buy	+160	New	+$10.1K	﹤0.01%	2708
2016 Q1	–	Sell	-160	Closed	-$10K	–	3683
2015 Q4	$10K	Buy	+160	New	+$11.8K	﹤0.01%	2602

Other funds holding FMO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's FMO Position: Q4 2017 in Review

IFP Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2017, closing a stake of 160 shares — an estimated $10K sold.

IFP Advisors first reported a position in FMO in Q4 2015 and held it in 7 quarters. The position peaked at $13K in Q1 2017. 62 funds tracked by Wall St. Rank hold FMO as of Q4 2017.

IFP Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 160 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2017, an estimated $10K.
IFP Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2015 and held it in 7 quarters.
IFP Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $13K in Q1 2017.
62 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.