QCIG
FMO

Quad-Cities Investment Group’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Quad-Cities Investment Group’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
2020
Q2 		– Sell
-2,239
Closed -$14K – 162
2020
Q1 		$14K Buy
+2,239
New +$64.6K 0.02% 145
2019
Q4 		– Sell
-658
Closed -$30K – 774
2019
Q3 		$30K Buy
658
+21
+3% +$978 0.03% 421
2019
Q2 		$31K Sell
637
-1,119
-64% -$57.3K 0.03% 416
2019
Q1 		$92K Buy
1,756
+250
+17% +$13K 0.08% 234
2018
Q4 		$67K Buy
1,506
+47
+3% +$2.45K 0.07% 260
2018
Q3 		$88K Buy
1,459
+36
+3% +$2.2K 0.08% 248
2018
Q2 		$83K Sell
1,423
-1,810
-56% -$106K 0.08% 251
2018
Q1 		$171K Buy
+3,233
New +$211K 0.22% 136

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Quad-Cities Investment Group's FMO Position: Q2 2020 in Review

Quad-Cities Investment Group sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2020, closing a stake of 2,239 shares — an estimated $14K sold.

Quad-Cities Investment Group first reported a position in FMO in Q1 2018 and held it in 8 quarters. The position peaked at $171K in Q1 2018. 58 funds tracked by Wall St. Rank hold FMO as of Q2 2020.

  • Quad-Cities Investment Group reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Quad-Cities Investment Group sold 2,239 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2020, an estimated $14K.
  • Quad-Cities Investment Group first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2018 and held it in 8 quarters.
  • Quad-Cities Investment Group's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $171K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2020.

Based on Quad-Cities Investment Group's 13F filing for Q2 2020, filed 5 Aug 2020.