IMA Advisory Services’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.51M | Sell |
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|
2019
Q3 | $3.49M | Buy |
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|
2019
Q2 | $3.61M | Buy |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q4 | $799K | Sell |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $570K | Sell |
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|
2017
Q4 | $731K | Sell |
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|
2017
Q3 | $771K | Sell |
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|
2017
Q2 | $868K | Sell |
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|
2017
Q1 | $993K | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.31M | Buy |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $692K | Sell |
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|
2015
Q4 | $819K | Sell |
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|
2015
Q3 | $1.66M | Sell |
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|
2015
Q2 | $2.46M | Buy |
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|
2015
Q1 | $2.81M | Sell |
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|
2014
Q4 | $3.42M | Buy |
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|
2014
Q3 | $3.68M | Buy |
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|
2014
Q2 | $3.53M | Buy |
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|
2014
Q1 | $3.07M | Buy |
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|
2013
Q4 | $2.86M | Buy |
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|
2013
Q3 | $1.31M | Buy |
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|
2013
Q2 | $1.36M | Buy |
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