CWA
FMO

Clearview Wealth Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Clearview Wealth 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
2021
Q4 		– Sell
-140
Closed -$1K – 749
2021
Q3 		$1K Hold
140
– – ﹤0.01% 644
2021
Q2 		$2K Hold
140
– – ﹤0.01% 597
2021
Q1 		$1K Hold
140
– – ﹤0.01% 601
2020
Q4 		$1K Buy
+140
New +$961 ﹤0.01% 561

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Clearview Wealth Advisors's FMO Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2021, closing a stake of 140 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in FMO in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 38 funds tracked by Wall St. Rank hold FMO as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 140 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2021, an estimated $1K.
  • Clearview Wealth Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $2K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.