TIM
FMO

Tortoise Investment Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-108
Closed -$16K – 431
2014
Q2 		$16K Buy
+108
New +$14.7K 0.01% 290

Other funds holding FMO

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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Tortoise Investment Management's FMO Position: Q3 2014 in Review

Tortoise Investment Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2014, closing a stake of 108 shares — an estimated $16K sold.

Tortoise Investment Management first reported a position in FMO in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 54 funds tracked by Wall St. Rank hold FMO as of Q3 2014.

  • Tortoise Investment Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 108 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2014, an estimated $16K.
  • Tortoise Investment Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2014 and held it in 1 quarter.
  • Tortoise Investment Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $16K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2014.

Based on Tortoise Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.