RFA
FMO

Reilly Financial Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Reilly Financial 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
2017
Q2 		– Sell
-10
Closed -$1K – 984
2017
Q1 		$1K Buy
+10
New +$802 ﹤0.01% 899

Other funds holding FMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Reilly Financial Advisors's FMO Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2017, closing a stake of 10 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in FMO in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 49 funds tracked by Wall St. Rank hold FMO as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 10 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2017, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $1K in Q1 2017.
  • 49 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.