SIM
FMO

Sonora Investment Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-200
Closed -$20K – 1208
2015
Q3 		$20K Buy
+200
New +$19.8K 0.01% 325

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Sonora Investment Management's FMO Position: Q4 2015 in Review

Sonora Investment Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2015, closing a stake of 200 shares — an estimated $20K sold.

Sonora Investment Management first reported a position in FMO in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 64 funds tracked by Wall St. Rank hold FMO as of Q4 2015.

  • Sonora Investment Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 200 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2015, an estimated $20K.
  • Sonora Investment Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $20K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.