Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.47M | Sell |
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|
2017
Q2 | $3.91M | Buy |
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|
2017
Q1 | $4.19M | Buy |
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|
2016
Q4 | $3.67M | Buy |
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|
2016
Q3 | $3.78M | Buy |
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|
2016
Q2 | $2.75M | Buy |
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|
2016
Q1 | $2.12M | Sell |
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|
2015
Q4 | $2.61M | Sell |
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|
2015
Q3 | $7.07M | Buy |
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|
2015
Q2 | $9.55M | Sell |
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|
2015
Q1 | $11.2M | Buy |
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|
2014
Q4 | $10.9M | Buy |
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|
2014
Q3 | $11.7M | Buy |
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|
2014
Q2 | $11.8M | Sell |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $10.1M | Buy |
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|
2013
Q3 | $9.46M | Buy |
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|
2013
Q2 | $10.4M | Buy |
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