WA
FMO

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

WFG 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
2017
Q1 		– Sell
-82
Closed -$6K – 1714
2016
Q4 		$6K Buy
+82
New +$6.21K ﹤0.01% 1240
2015
Q1 		– Sell
-40
Closed -$5K – 2132
2014
Q4 		$5K Sell
40
-20
-33% -$2.66K ﹤0.01% 1659
2014
Q3 		$9K Hold
60
– – ﹤0.01% 1534
2014
Q2 		$9K Hold
60
– – ﹤0.01% 1530
2014
Q1 		$8K Hold
60
– – ﹤0.01% 1529
2013
Q4 		$8K Hold
60
– – ﹤0.01% 1650
2013
Q3 		$7K Hold
60
– – ﹤0.01% 1651
2013
Q2 		$8K Buy
+60
New +$7.81K ﹤0.01% 1547

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 25.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

WFG Advisors's FMO Position: Q1 2017 in Review

WFG Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2017, closing a stake of 82 shares — an estimated $6K sold.

WFG Advisors first reported a position in FMO in Q2 2013 and held it in 8 quarters. The position peaked at $9K in Q3 2014. 50 funds tracked by Wall St. Rank hold FMO as of Q1 2017.

  • WFG Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 82 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2017, an estimated $6K.
  • WFG Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $9K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.