CLAYMORE EXCHANGE TRD FD TR's ticker is DEFXXXX and the CUSIP is 18383M878.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $221,000 | +5.2% | 4,760 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $210,000 | +3.4% | 4,760 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $203,000 | -7.7% | 4,760 | -10.4% | 0.02% | -5.3% |
| Q1 2017 | $220,000 | +6.3% | 5,310 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $207,000 | 0.0% | 5,310 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $207,000 | -0.5% | 5,310 | 0.0% | 0.02% | -13.6% |
| Q2 2016 | $208,000 | -9.2% | 5,310 | -13.9% | 0.02% | -21.4% |
| Q1 2016 | $229,000 | -44.7% | 6,170 | -43.8% | 0.03% | -33.3% |
| Q4 2014 | $414,000 | +2.2% | 10,980 | +1.9% | 0.04% | -4.5% |
| Q3 2014 | $405,000 | – | 10,780 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 81,050 | $3,008,000 | 2.27% |
| J.P. Turner & Co Capital Mnagement, LLC | 17,936 | $671,000 | 0.52% |
| B. Riley Wealth Advisors, Inc. | 35,033 | $1,301,000 | 0.32% |
| CWM, LLC | 64,669 | $2,400,000 | 0.23% |
| VICUS CAPITAL | 16,364 | $607,000 | 0.16% |
| Investors Capital Advisory Services | 17,990 | $667,000 | 0.12% |
| ETRADE Capital Management LLC | 34,400 | $1,276,000 | 0.08% |
| Carnegie Capital Asset Management, LLC | 11,084 | $411,000 | 0.07% |
| INVESTMENT CENTERS OF AMERICA INC | 11,724 | $432,000 | 0.06% |
| Cetera Advisor Networks LLC | 25,963 | $998,000 | 0.06% |