IWA
FMO

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

IBEX 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
2019
Q3 		– Sell
-138
Closed -$6K – 423
2019
Q2 		$6K Buy
+138
New +$7.07K ﹤0.01% 349
2017
Q1 		– Sell
-357
Closed -$27K – 419
2016
Q4 		$27K Buy
+357
New +$27.1K 0.01% 206

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 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

IBEX Wealth Advisors's FMO Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2019, closing a stake of 138 shares — an estimated $6K sold.

IBEX Wealth Advisors first reported a position in FMO in Q4 2016 and held it in 2 quarters. The position peaked at $27K in Q4 2016. 65 funds tracked by Wall St. Rank hold FMO as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 138 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2019, an estimated $6K.
  • IBEX Wealth Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $27K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.