Advisornet Financial’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Advisornet Financial’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
2020 Q3	–	Sell	-263	Closed	-$2.22K	–	1945
2020 Q2	$2K	Buy	263 +4	+2%	+$37	﹤0.01%	1632
2020 Q1	$2K	Sell	259 -378	-59%	-$10.9K	﹤0.01%	1617
2019 Q4	$25K	Buy	637 +403	+172%	+$15.7K	﹤0.01%	1125
2019 Q3	$10K	Buy	234 +8	+4%	+$373	﹤0.01%	1390
2019 Q2	$11K	Buy	226 +7	+3%	+$358	﹤0.01%	1216
2019 Q1	$12K	Buy	219 +7	+3%	+$363	﹤0.01%	1141
2018 Q4	$9K	Buy	212 +7	+3%	+$365	﹤0.01%	1120
2018 Q3	$13K	Buy	205 +5	+3%	+$306	﹤0.01%	1073
2018 Q2	$12K	Buy	200 +5	+3%	+$292	﹤0.01%	1107
2018 Q1	$10K	Buy	+195	New	+$12.7K	﹤0.01%	1102

Other funds holding FMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisornet Financial's FMO Position: Q3 2020 in Review

Advisornet Financial sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 263 shares — an estimated $2.22K sold.

Advisornet Financial first reported a position in FMO in Q1 2018 and held it in 10 quarters. The position peaked at $25K in Q4 2019. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

Advisornet Financial reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
Advisornet Financial sold 263 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $2.22K.
Advisornet Financial first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2018 and held it in 10 quarters.
Advisornet Financial's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $25K in Q4 2019.
45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.