LCP
FMO

Legacy Capital Partners’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Legacy Capital Partners’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
Q3 		– Sell
-3,000
Closed -$28K – 154
2020
Q2 		$28K Buy
+3,000
New +$28K 0.01% 144

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PWS
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Ameriprise
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Bank of America
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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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Legacy Capital Partners's FMO Position: Q3 2020 in Review

Legacy Capital Partners sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 3,000 shares — an estimated $28K sold.

Legacy Capital Partners first reported a position in FMO in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

  • Legacy Capital Partners reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 3,000 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $28K.
  • Legacy Capital Partners first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2020 and held it in 1 quarter.
  • Legacy Capital Partners's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $28K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Legacy Capital Partners's 13F filing for Q3 2020, filed 13 Oct 2020.