FFA
FMO

Founders Financial Alliance’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-3,977
Closed -$28K – 1362
2020
Q3 		$28K Buy
+3,977
New +$33.5K 0.02% 497

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Founders Financial Alliance's FMO Position: Q4 2020 in Review

Founders Financial Alliance sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2020, closing a stake of 3,977 shares — an estimated $28K sold.

Founders Financial Alliance first reported a position in FMO in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 40 funds tracked by Wall St. Rank hold FMO as of Q4 2020.

  • Founders Financial Alliance reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 3,977 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2020, an estimated $28K.
  • Founders Financial Alliance first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $28K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.