Steward Partners Investment Advisory’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Steward Partners Investment Advisory’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
2021 Q1	–	Sell	-150	Closed	-$1K	–	3528
2020 Q4	$1K	Hold	150	–	–	﹤0.01%	2847
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	2714
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	2634
2020 Q1	$0	Hold	150	–	–	﹤0.01%	2775
2019 Q4	$5K	Hold	150	–	–	﹤0.01%	2270
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	2216
2019 Q2	$7K	Buy	+150	New	+$7.68K	﹤0.01%	2138
2018 Q4	–	Sell	-150	Closed	-$9K	–	2392
2018 Q3	$9K	Buy	+150	New	+$9.17K	﹤0.01%	1937

Other funds holding FMO

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's FMO Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2021, closing a stake of 150 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in FMO in Q3 2018 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 42 funds tracked by Wall St. Rank hold FMO as of Q1 2021.

Steward Partners Investment Advisory reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 150 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2021, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2018 and held it in 8 quarters.
Steward Partners Investment Advisory's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $9K in Q3 2018.
42 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.