Stratos Wealth Partners’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Stratos Wealth Partners’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	-2,047	Closed	-$91K	–	1019
2019 Q3	$91K	Buy	2,047 +2	+0.1%	+$93	﹤0.01%	926
2019 Q2	$99K	Buy	+2,045	New	+$105K	﹤0.01%	924
2019 Q1	–	Sell	-2,009	Closed	-$89K	–	958
2018 Q4	$89K	Sell	2,009 -97	-5%	-$5.06K	﹤0.01%	839
2018 Q3	$129K	Hold	2,106	–	–	0.01%	1020
2018 Q2	$123K	Hold	2,106	–	–	0.01%	935
2018 Q1	$111K	Sell	2,106 -29	-1%	-$1.89K	﹤0.01%	1140
2017 Q4	$140K	Buy	+2,135	New	+$127K	0.01%	1022

Other funds holding FMO

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $10.4B AUM 4.78% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $4.93B AUM 12.22% 1-Year Est. Return

IAS

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

Stratos Wealth Partners's FMO Position: Q4 2019 in Review

Stratos Wealth Partners sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2019, closing a stake of 2,047 shares — an estimated $91K sold.

Stratos Wealth Partners first reported a position in FMO in Q4 2017 and held it in 7 quarters. The position peaked at $140K in Q4 2017. 66 funds tracked by Wall St. Rank hold FMO as of Q4 2019.

Stratos Wealth Partners reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2019 after selling out during the quarter.
Stratos Wealth Partners sold 2,047 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2019, an estimated $91K.
Stratos Wealth Partners first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $140K in Q4 2017.
66 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2019.

Based on Stratos Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.