RMAM
FMO

Raab & Moskowitz Asset Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Raab & Moskowitz Asset 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
2018
Q4 		– Sell
-75
Closed -$4K – 540
2018
Q3 		$4K Buy
+75
New +$4.58K ﹤0.01% 488

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's FMO Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

Raab & Moskowitz Asset Management first reported a position in FMO in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 75 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2018, an estimated $4K.
  • Raab & Moskowitz Asset Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2018 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $4K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.