Madden Advisory Services’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Madden Advisory Services’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 Q3	–	Sell	-13	Closed	-$1K	–	315
2015 Q2	$1K	Buy	+13	New	+$1.61K	﹤0.01%	294

Other funds holding FMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

SIA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Madden Advisory Services's FMO Position: Q3 2015 in Review

Madden Advisory Services sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2015, closing a stake of 13 shares — an estimated $1K sold.

Madden Advisory Services first reported a position in FMO in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 54 funds tracked by Wall St. Rank hold FMO as of Q3 2015.

Madden Advisory Services reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2015 after selling out during the quarter.
Madden Advisory Services sold 13 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2015, an estimated $1K.
Madden Advisory Services first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2015 and held it in 1 quarter.
Madden Advisory Services's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $1K in Q2 2015.
54 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2015.

Based on Madden Advisory Services's 13F filing for Q3 2015, filed 29 Oct 2015.