NPC
FMO

National Planning Corporation’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-161
Closed -$20.1K – 2231
2014
Q4 		$20.1K Buy
+161
New +$21.4K ﹤0.01% 1714

Other funds holding FMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

National Planning Corporation's FMO Position: Q1 2015 in Review

National Planning Corporation sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2015, closing a stake of 161 shares — an estimated $20.1K sold.

National Planning Corporation first reported a position in FMO in Q4 2014 and held it in 1 quarter. The position peaked at $20.1K in Q4 2014. 48 funds tracked by Wall St. Rank hold FMO as of Q1 2015.

  • National Planning Corporation reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 161 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2015, an estimated $20.1K.
  • National Planning Corporation first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $20.1K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.