6M
FMO

6 Meridian’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

6 Meridian’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
2021
Q1 		– Sell
-41,769
Closed -$241K – 458
2020
Q4 		$241K Sell
41,769
-1,026
-2% -$7.04K 0.02% 241
2020
Q3 		$308K Buy
42,795
+10,035
+31% +$84.7K 0.03% 183
2020
Q2 		$303K Buy
+32,760
New +$306K 0.03% 211

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

6 Meridian's FMO Position: Q1 2021 in Review

6 Meridian sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2021, closing a stake of 41,769 shares — an estimated $241K sold.

6 Meridian first reported a position in FMO in Q2 2020 and held it in 3 quarters. The position peaked at $308K in Q3 2020. 42 funds tracked by Wall St. Rank hold FMO as of Q1 2021.

  • 6 Meridian reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • 6 Meridian sold 41,769 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2021, an estimated $241K.
  • 6 Meridian first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2020 and held it in 3 quarters.
  • 6 Meridian's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $308K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2021.

Based on 6 Meridian's 13F filing for Q1 2021, filed 22 Apr 2021.