APW
FMO

Aurora Private Wealth’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Aurora Private Wealth’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
Q2 		– Sell
-2,920
Closed -$18K – 245
2020
Q1 		$18K Buy
+2,920
New +$84.3K 0.01% 238

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Aurora Private Wealth's FMO Position: Q2 2020 in Review

Aurora Private Wealth sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2020, closing a stake of 2,920 shares — an estimated $18K sold.

Aurora Private Wealth first reported a position in FMO in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 58 funds tracked by Wall St. Rank hold FMO as of Q2 2020.

  • Aurora Private Wealth reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 2,920 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2020, an estimated $18K.
  • Aurora Private Wealth first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2020 and held it in 1 quarter.
  • Aurora Private Wealth's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $18K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.