CCA
FMO

Catalyst Capital Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Catalyst Capital 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
2015
Q1 		– Sell
-19
Closed -$2K – 552
2014
Q4 		$2K Hold
19
– – ﹤0.01% 485
2014
Q3 		$3K Buy
+19
New +$2.66K ﹤0.01% 395

Other funds holding FMO

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
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Catalyst Capital Advisors's FMO Position: Q1 2015 in Review

Catalyst Capital Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2015, closing a stake of 19 shares — an estimated $2K sold.

Catalyst Capital Advisors first reported a position in FMO in Q3 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 48 funds tracked by Wall St. Rank hold FMO as of Q1 2015.

  • Catalyst Capital Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2015 after selling out during the quarter.
  • Catalyst Capital Advisors sold 19 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2015, an estimated $2K.
  • Catalyst Capital Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2014 and held it in 2 quarters.
  • Catalyst Capital Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $3K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2015.

Based on Catalyst Capital Advisors's 13F filing for Q1 2015, filed 15 May 2015.