CAL
FMO

Capital Analysts LLC’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Capital Analysts LLC’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
2019
Q1 		– Sell
-29
Closed -$1K – 695
2018
Q4 		$1K Buy
29
+1
+4% +$52 ﹤0.01% 587
2018
Q3 		$2K Buy
28
+1
+4% +$61 ﹤0.01% 531
2018
Q2 		$2K Buy
+27
New +$1.58K ﹤0.01% 551

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Capital Analysts LLC's FMO Position: Q1 2019 in Review

Capital Analysts LLC sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in FMO in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 64 funds tracked by Wall St. Rank hold FMO as of Q1 2019.

  • Capital Analysts LLC reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 29 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2019, an estimated $1K.
  • Capital Analysts LLC first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2018 and held it in 3 quarters.
  • Capital Analysts LLC's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $2K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2019.

Based on Capital Analysts LLC's 13F filing for Q1 2019, filed 13 May 2019.