TCOV
FMO

Trust Company of Vermont’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Trust Company of Vermont’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
Q1 		– Sell
-50
Closed -$4K – 947
2016
Q4 		$4K Buy
+50
New +$3.79K ﹤0.01% 802

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 27.61% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 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

Trust Company of Vermont's FMO Position: Q1 2017 in Review

Trust Company of Vermont sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2017, closing a stake of 50 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in FMO in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 50 funds tracked by Wall St. Rank hold FMO as of Q1 2017.

  • Trust Company of Vermont reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 50 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2017, an estimated $4K.
  • Trust Company of Vermont first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2016 and held it in 1 quarter.
  • Trust Company of Vermont's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $4K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2017.

Based on Trust Company of Vermont's 13F filing for Q1 2017, filed 4 May 2017.