Janney Montgomery Scott
FMO

Janney Montgomery Scott’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-3,120
Closed -$138K – 2157
2019
Q3 		$138K Sell
3,120
-153
-5% -$7.13K ﹤0.01% 1956
2019
Q2 		$158K Sell
3,273
-18,479
-85% -$946K ﹤0.01% 1952
2019
Q1 		$1.15M Sell
21,752
-4,675
-18% -$242K 0.01% 954
2018
Q4 		$1.18M Buy
26,427
+11,792
+81% +$615K 0.01% 851
2018
Q3 		$893K Sell
14,635
-2,050
-12% -$125K 0.01% 1100
2018
Q2 		$975K Sell
16,685
-2,280
-12% -$133K 0.01% 993
2018
Q1 		$1M Sell
18,965
-383
-2% -$25K 0.01% 962
2017
Q4 		$1.27M Sell
19,348
-4,412
-19% -$263K 0.01% 841
2017
Q3 		$1.53M Buy
23,760
+8,060
+51% +$535K 0.02% 736
2017
Q2 		$1.1M Buy
+15,700
New +$1.14M 0.01% 827

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Janney Montgomery Scott's FMO Position: Q4 2019 in Review

Janney Montgomery Scott sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2019, closing a stake of 3,120 shares — an estimated $138K sold.

Janney Montgomery Scott first reported a position in FMO in Q2 2017 and held it in 10 quarters. The position peaked at $1.53M in Q3 2017. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2019.

  • Janney Montgomery Scott reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,120 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2019, an estimated $138K.
  • Janney Montgomery Scott first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2017 and held it in 10 quarters.
  • Janney Montgomery Scott's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $1.53M in Q3 2017.
  • 66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2019.

Based on Janney Montgomery Scott's 13F filing for Q4 2019, filed 21 Jan 2020.