JPTCCM
FMO

J.P. Turner & Co Capital Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

J.P. Turner & Co Capital Management’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
2015
Q1 		– Sell
-1,940
Closed -$253K – 231
2014
Q4 		$253K Buy
+1,940
New +$258K 0.24% 135

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

J.P. Turner & Co Capital Management's FMO Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2015, closing a stake of 1,940 shares — an estimated $253K sold.

J.P. Turner & Co Capital Management first reported a position in FMO in Q4 2014 and held it in 1 quarter. The position peaked at $253K in Q4 2014. 48 funds tracked by Wall St. Rank hold FMO as of Q1 2015.

  • J.P. Turner & Co Capital Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 1,940 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2015, an estimated $253K.
  • J.P. Turner & Co Capital Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2014 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $253K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.