SIC
FMO

Samalin Investment Counsel’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Samalin Investment Counsel’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
Q1 		– Sell
-4,665
Closed -$184K – 545
2019
Q4 		$184K Buy
+4,665
New +$182K 0.15% 161

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
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Samalin Investment Counsel's FMO Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2020, closing a stake of 4,665 shares — an estimated $184K sold.

Samalin Investment Counsel first reported a position in FMO in Q4 2019 and held it in 1 quarter. The position peaked at $184K in Q4 2019. 62 funds tracked by Wall St. Rank hold FMO as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 4,665 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2020, an estimated $184K.
  • Samalin Investment Counsel first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $184K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.