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FMO
Fiduciary/Claymore Energy Infrastructure Fund
Delisted
FMO was delisted on the 4th of March, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
WT
51
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
| 52 |
RAM
52
Riggs Asset Management
Dallas,
Pennsylvania
| $4K | – | – | – |
|
| 53 |
TCOV
53
Trust Company of Vermont
Brattleboro,
Vermont
| $4K | +$3.79K | +50 | New |
|
| 54 |
NSIM
54
North Star Investment Management
Chicago,
Illinois
| $3K | – | – | – |
|
| 55 |
55
HighTower Advisors
Chicago,
Illinois
| – | -$2.03M | -25,781 | Closed |
|
| 56 |
RJT
56
Raymond James Trust
St. Petersburg,
Florida
| – | -$304K | -3,852 | Closed |
|
| 57 |
CCM
57
Coe Capital Management
Highland Park,
Illinois
| – | -$153K | -2,000 | Closed |
|
| 58 |
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -194 | Closed |
|
| 59 |
LWM
59
LBA Wealth Management
Jacksonville,
Florida
| – | -$8K | -103 | Closed |
|
| 60 |
IWMPD
60
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$4K | -55 | Closed |
|
| 61 |
JFA
61
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -28 | Closed |
|
| 62 |
S
62
SignatureFD
Atlanta,
Georgia
| – | -$2K | -28 | Closed |
|