SFS
FMO

Sowell Financial Services’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-431
Closed -$19K – 2712
2019
Q3 		$19K Buy
+431
New +$20.1K ﹤0.01% 1308

Other funds holding FMO

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Sowell Financial Services's FMO Position: Q4 2019 in Review

Sowell Financial Services sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2019, closing a stake of 431 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in FMO in Q3 2019 and held it in 1 quarter. The position peaked at $19K in Q3 2019. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2019.

  • Sowell Financial Services reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 431 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2019, an estimated $19K.
  • Sowell Financial Services first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $19K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.