MAFM
FMO

Mid Atlantic Financial Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Mid Atlantic Financial Management’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
-2,940
Closed -$130K – 771
2019
Q3 		$130K Buy
2,940
+780
+36% +$36.3K 0.01% 647
2019
Q2 		$104K Buy
+2,160
New +$111K 0.01% 694

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

Mid Atlantic Financial Management's FMO Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2019, closing a stake of 2,940 shares — an estimated $130K sold.

Mid Atlantic Financial Management first reported a position in FMO in Q2 2019 and held it in 2 quarters. The position peaked at $130K in Q3 2019. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2019.

  • Mid Atlantic Financial Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,940 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2019, an estimated $130K.
  • Mid Atlantic Financial Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $130K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.