FMWA
FMO

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

Forvis Mazars 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
2020
Q1 		– Sell
-2,244
Closed -$89K – 314
2019
Q4 		$89K Hold
2,244
– – 0.01% 291
2019
Q3 		$99K Hold
2,244
– – 0.01% 258
2019
Q2 		$108K Hold
2,244
– – 0.01% 255
2019
Q1 		$118K Hold
2,244
– – 0.01% 250
2018
Q4 		$100K Buy
+2,244
New +$117K 0.01% 221
2018
Q3 		– Sell
-3,248
Closed -$190K – 250
2018
Q2 		$190K Hold
3,248
– – 0.02% 229
2018
Q1 		$171K Hold
3,248
– – 0.02% 229
2017
Q4 		$214K Buy
+3,248
New +$194K 0.02% 230

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FMO Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2020, closing a stake of 2,244 shares — an estimated $89K sold.

Forvis Mazars Wealth Advisors first reported a position in FMO in Q4 2017 and held it in 8 quarters. The position peaked at $214K in Q4 2017. 62 funds tracked by Wall St. Rank hold FMO as of Q1 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,244 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2020, an estimated $89K.
  • Forvis Mazars Wealth Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2017 and held it in 8 quarters.
  • Forvis Mazars Wealth Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $214K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.