Regal Investment Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Regal Investment Advisors’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
2014 Q4	–	Sell	-67	Closed	-$10K	–	1026
2014 Q3	$10K	Hold	67	–	–	﹤0.01%	699
2014 Q2	$10K	Hold	67	–	–	﹤0.01%	675
2014 Q1	$9K	Hold	67	–	–	﹤0.01%	664
2013 Q4	$9K	Hold	67	–	–	0.01%	611
2013 Q3	$8K	Hold	67	–	–	﹤0.01%	650
2013 Q2	$9K	Buy	+67	New	+$8.72K	0.01%	623

Other funds holding FMO

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

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

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

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Regal Investment Advisors's FMO Position: Q4 2014 in Review

Regal Investment Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2014, closing a stake of 67 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in FMO in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q3 2014. 54 funds tracked by Wall St. Rank hold FMO as of Q4 2014.

Regal Investment Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2014 after selling out during the quarter.
Regal Investment Advisors sold 67 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2014, an estimated $10K.
Regal Investment Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2013 and held it in 6 quarters.
Regal Investment Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $10K in Q3 2014.
54 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.