RGT Wealth Advisors’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
2022
Q1
Sell
-307
Closed -$3K 353
2021
Q4
$3K Buy
+307
New +$3.35K ﹤0.01% 290

RGT Wealth Advisors's FMO Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2022, closing a stake of 307 shares — an estimated $3K sold.

RGT Wealth Advisors first reported a position in FMO in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 0 funds tracked by Wall St. Rank hold FMO as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 307 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2022, an estimated $3K.
  • RGT Wealth Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $3K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.