MPWT
FMO

MassMutual Private Wealth & Trust’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		– Sell
-152
Closed -$8.03K – 855
2019
Q1 		$8.03K Buy
+152
New +$7.88K ﹤0.01% 625

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

MassMutual Private Wealth & Trust's FMO Position: Q2 2019 in Review

MassMutual Private Wealth & Trust sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q2 2019, closing a stake of 152 shares — an estimated $8.03K sold.

MassMutual Private Wealth & Trust first reported a position in FMO in Q1 2019 and held it in 1 quarter. The position peaked at $8.03K in Q1 2019. 67 funds tracked by Wall St. Rank hold FMO as of Q2 2019.

  • MassMutual Private Wealth & Trust reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q2 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 152 Fiduciary/Claymore Energy Infrastructure Fund shares in Q2 2019, an estimated $8.03K.
  • MassMutual Private Wealth & Trust first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2019 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $8.03K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q2 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.