Cambridge Investment Research Advisors
FMO

Cambridge Investment Research Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Cambridge Investment Research Advisors’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
-3,502
Closed -$32K – 2632
2020
Q2 		$32K Sell
3,502
-230
-6% -$2.15K ﹤0.01% 2400
2020
Q1 		$24K Sell
3,732
-355
-9% -$10.2K ﹤0.01% 2232
2019
Q4 		$161K Sell
4,087
-516
-11% -$20.1K ﹤0.01% 2259
2019
Q3 		$204K Sell
4,603
-458
-9% -$21.3K ﹤0.01% 2108
2019
Q2 		$245K Sell
5,061
-2,307
-31% -$118K ﹤0.01% 1882
2019
Q1 		$389K Sell
7,368
-4,701
-39% -$244K ﹤0.01% 1645
2018
Q4 		$536K Sell
12,069
-2,521
-17% -$132K 0.01% 1275
2018
Q3 		$891K Sell
14,590
-1,154
-7% -$70.5K 0.01% 1090
2018
Q2 		$920K Buy
15,744
+9,599
+156% +$561K 0.01% 1030
2018
Q1 		$324K Buy
6,145
+1,270
+26% +$82.9K ﹤0.01% 1609
2017
Q4 		$321K Buy
4,875
+849
+21% +$50.6K ﹤0.01% 1613
2017
Q3 		$260K Buy
+4,026
New +$267K ﹤0.01% 1654

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Cambridge Investment Research Advisors's FMO Position: Q3 2020 in Review

Cambridge Investment Research Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 3,502 shares — an estimated $32K sold.

Cambridge Investment Research Advisors first reported a position in FMO in Q3 2017 and held it in 12 quarters. The position peaked at $920K in Q2 2018. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

  • Cambridge Investment Research Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,502 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $32K.
  • Cambridge Investment Research Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2017 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $920K in Q2 2018.
  • 45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.