IA
LCM

IFP Advisors’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

IFP Advisors’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-400
Closed -$3K – 4197
2018
Q1 		$3K Hold
400
– – ﹤0.01% 3460
2017
Q4 		$3K Sell
400
-200
-33% -$1.7K ﹤0.01% 3511
2017
Q3 		$5K Hold
600
– – ﹤0.01% 3452
2017
Q2 		$5K Hold
600
– – ﹤0.01% 3457
2017
Q1 		$5K Hold
600
– – ﹤0.01% 3358
2016
Q4 		$5K Hold
600
– – ﹤0.01% 3356
2016
Q3 		$5K Hold
600
– – ﹤0.01% 3283
2016
Q2 		$5K Buy
+600
New +$4.96K ﹤0.01% 3199
2016
Q1 		– Sell
-600
Closed -$5K – 3927
2015
Q4 		$5K Buy
+600
New +$5.08K ﹤0.01% 3014

Other funds holding LCM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's LCM Position: Q2 2018 in Review

IFP Advisors sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q2 2018, closing a stake of 400 shares — an estimated $3K sold.

IFP Advisors first reported a position in LCM in Q4 2015 and held it in 9 quarters. The position peaked at $5K in Q3 2017. 28 funds tracked by Wall St. Rank hold LCM as of Q2 2018.

  • IFP Advisors reported no remaining Advent/Claymore Enhanced Gth & F position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 400 Advent/Claymore Enhanced Gth & F shares in Q2 2018, an estimated $3K.
  • IFP Advisors first reported a position in Advent/Claymore Enhanced Gth & F in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Advent/Claymore Enhanced Gth & F position peaked at $5K in Q3 2017.
  • 28 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.