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	–	2724
2019 Q3	$19K	Buy	+431	New	+$20.1K	﹤0.01%	1308

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Bank of America

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Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return