VIA
FMO

Vantage Investment Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Vantage Investment 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
2018
Q3 		$4K Hold
60
– – ﹤0.01% 664
2018
Q2 		$4K Buy
+60
New +$3.5K ﹤0.01% 666

Other funds holding FMO

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Vantage Investment Advisors's FMO Position: Q3 2018 in Review

Vantage Investment Advisors held its Fiduciary/Claymore Energy Infrastructure Fund (FMO) position steady in Q3 2018 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Vantage Investment Advisors first reported a position in FMO in Q2 2018 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold FMO as of Q3 2018.

  • Vantage Investment Advisors held 60 shares of Fiduciary/Claymore Energy Infrastructure Fund worth $4K as of Q3 2018.
  • Vantage Investment Advisors left its Fiduciary/Claymore Energy Infrastructure Fund share count unchanged in Q3 2018.
  • Fiduciary/Claymore Energy Infrastructure Fund made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #664 holding.
  • Vantage Investment Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2018 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.