BWM
FMO

BNC Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

BNC Wealth Management’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
Q4 		– Sell
-341
Closed -$2K – 509
2020
Q3 		$2K Buy
+341
New +$2.88K ﹤0.01% 468

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

BNC Wealth Management's FMO Position: Q4 2020 in Review

BNC Wealth Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2020, closing a stake of 341 shares — an estimated $2K sold.

BNC Wealth Management first reported a position in FMO in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 40 funds tracked by Wall St. Rank hold FMO as of Q4 2020.

  • BNC Wealth Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 341 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2020, an estimated $2K.
  • BNC Wealth Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $2K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.