RCA
FMO

Rowland Carmichael Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Rowland Carmichael Advisors’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
-6,080
Closed -$56K – 373
2020
Q2 		$56K Sell
6,080
-4,400
-42% -$41.1K 0.02% 284
2020
Q1 		$66K Buy
10,480
+5,300
+102% +$153K 0.03% 261
2019
Q4 		$205K Sell
5,180
-840
-14% -$32.7K 0.07% 281
2019
Q3 		$267K Buy
6,020
+200
+3% +$9.31K 0.09% 237
2019
Q2 		$281K Buy
5,820
+1,200
+26% +$61.4K 0.1% 217
2019
Q1 		$244K Sell
4,620
-3,400
-42% -$176K 0.09% 222
2018
Q4 		$356K Buy
8,020
+4,000
+100% +$209K 0.16% 154
2018
Q3 		$245K Sell
4,020
-9,200
-70% -$562K 0.1% 234
2018
Q2 		$773K Hold
13,220
– – 0.33% 82
2018
Q1 		$698K Buy
13,220
+400
+3% +$26.1K 0.38% 84
2017
Q4 		$843K Buy
12,820
+4,680
+57% +$279K 0.43% 69
2017
Q3 		$526K Buy
+8,140
New +$540K 0.29% 113

Other funds holding FMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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

Rowland Carmichael Advisors's FMO Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 6,080 shares — an estimated $56K sold.

Rowland Carmichael Advisors first reported a position in FMO in Q3 2017 and held it in 12 quarters. The position peaked at $843K in Q4 2017. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

  • Rowland Carmichael Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 6,080 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $56K.
  • Rowland Carmichael Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2017 and held it in 12 quarters.
  • Rowland Carmichael Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $843K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.