United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $91K | Buy |
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|
2020
Q2 | $570K | Hold |
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|
2020
Q1 | $78K | Sell |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $772K | Sell |
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|
2019
Q2 | $864K | Sell |
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|
2019
Q1 | $998K | Buy |
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|
2018
Q4 | $838K | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.2M | Buy |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $1.31M | Hold |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $1.56M | Sell |
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|
2016
Q4 | $1.61M | Hold |
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|
2016
Q3 | $1.71M | Buy |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $1.15M | Sell |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.71M | Buy |
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|
2015
Q2 | $2.38M | Sell |
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|
2015
Q1 | $2.86M | Buy |
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|
2014
Q4 | $2.89M | Buy |
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|
2014
Q3 | $3.05M | Buy |
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|
2014
Q2 | $3.09M | Sell |
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|
2014
Q1 | $2.85M | Buy |
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|
2013
Q4 | $2.79M | Sell |
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|
2013
Q3 | $2.75M | Buy |
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|
2013
Q2 | $2.97M | Buy |
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