CLAYMORE EXCHANGE TRD FD TR's ticker is DEFXXXX and the CUSIP is 18383M878.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $544,000 | -9.0% | 11,733 | -8.8% | 0.00% | 0.0% |
| Q4 2017 | $598,000 | +5.5% | 12,868 | +0.2% | 0.00% | 0.0% |
| Q3 2017 | $567,000 | +3.5% | 12,841 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $548,000 | +3.0% | 12,841 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $532,000 | +6.4% | 12,841 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $500,000 | -13.8% | 12,841 | -13.6% | 0.00% | 0.0% |
| Q3 2016 | $580,000 | -10.2% | 14,857 | -9.8% | 0.00% | 0.0% |
| Q2 2016 | $646,000 | +5.4% | 16,480 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $613,000 | +6.8% | 16,480 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $574,000 | -5.4% | 16,480 | -5.2% | 0.00% | 0.0% |
| Q3 2015 | $607,000 | -0.7% | 17,379 | +5.6% | 0.00% | 0.0% |
| Q2 2015 | $611,000 | -5.1% | 16,454 | -1.7% | 0.00% | 0.0% |
| Q1 2015 | $644,000 | +21366.7% | 16,737 | +16308.8% | 0.00% | – |
| Q4 2013 | $3,000 | – | 102 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 61,025 | $2,139,000 | 1.65% |
| J.P. Turner & Co Capital Mnagement, LLC | 17,559 | $617,000 | 0.64% |
| Bank Pictet & Cie (Europe) AG | 43,416 | $1,517,000 | 0.35% |
| B. Riley Wealth Advisors, Inc. | 38,014 | $1,329,000 | 0.32% |
| CWM, LLC | 64,021 | $2,237,000 | 0.22% |
| Investors Capital Advisory Services | 17,890 | $625,000 | 0.12% |
| VICUS CAPITAL | 11,546 | $403,000 | 0.11% |
| INVESTMENT CENTERS OF AMERICA INC | 10,428 | $365,000 | 0.06% |
| ETRADE Capital Management LLC | 25,686 | $897,000 | 0.06% |
| Carnegie Capital Asset Management, LLC | 8,821 | $323,000 | 0.06% |