LWANC
FMO

Laurel Wealth Advisors (North Carolina)’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-100
Closed -$4K – 574
2019
Q4 		$4K Buy
+100
New +$3.89K ﹤0.01% 465

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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

Laurel Wealth Advisors (North Carolina)'s FMO Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FMO in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 62 funds tracked by Wall St. Rank hold FMO as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Fiduciary/Claymore Energy Infrastructure Fund position peaked at $4K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.