SSB
FMO

Sandy Spring Bank’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Sandy Spring Bank’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
-449
Closed -$4K – 1004
2020
Q2 		$4K Sell
449
-2,179
-83% -$20.4K ﹤0.01% 792
2020
Q1 		$17K Buy
2,628
+138
+6% +$3.98K ﹤0.01% 600
2019
Q4 		$98K Buy
2,490
+108
+5% +$4.2K 0.01% 375
2019
Q3 		$106K Buy
2,382
+84
+4% +$3.91K 0.01% 364
2019
Q2 		$111K Buy
2,298
+72
+3% +$3.69K 0.01% 360
2019
Q1 		$118K Buy
2,226
+29
+1% +$1.5K 0.01% 345
2018
Q4 		$98K Buy
2,197
+1,385
+171% +$72.3K 0.01% 362
2018
Q3 		$50K Buy
812
+140
+21% +$8.55K ﹤0.01% 466
2018
Q2 		$39K Buy
672
+17
+3% +$993 ﹤0.01% 496
2018
Q1 		$35K Buy
655
+422
+181% +$27.5K ﹤0.01% 521
2017
Q4 		$15K Hold
233
– – ﹤0.01% 632
2017
Q3 		$15K Sell
233
-1,360
-85% -$90.2K ﹤0.01% 618
2017
Q2 		$112K Buy
1,593
+1,367
+605% +$99.3K 0.01% 343
2017
Q1 		$18K Hold
226
– – ﹤0.01% 606
2016
Q4 		$17K Sell
226
-371
-62% -$28.1K ﹤0.01% 590
2016
Q3 		$47K Sell
597
-1,043
-64% -$76.2K 0.01% 445
2016
Q2 		$113K Hold
1,640
– – 0.01% 338
2016
Q1 		$90K Buy
+1,640
New +$86.3K 0.01% 361

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

Sandy Spring Bank's FMO Position: Q3 2020 in Review

Sandy Spring Bank sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q3 2020, closing a stake of 449 shares — an estimated $4K sold.

Sandy Spring Bank first reported a position in FMO in Q1 2016 and held it in 18 quarters. The position peaked at $118K in Q1 2019. 45 funds tracked by Wall St. Rank hold FMO as of Q3 2020.

  • Sandy Spring Bank reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 449 Fiduciary/Claymore Energy Infrastructure Fund shares in Q3 2020, an estimated $4K.
  • Sandy Spring Bank first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2016 and held it in 18 quarters.
  • Sandy Spring Bank's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $118K in Q1 2019.
  • 45 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q3 2020.

Based on Sandy Spring Bank's 13F filing for Q3 2020, filed 9 Nov 2020.