United Capital Financial Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

United Capital Financial Advisors’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
2020 Q4	–	Sell	-12,609	Closed	-$91K	–	1232
2020 Q3	$91K	Buy	12,609 +277	+2%	+$2.34K	﹤0.01%	1117
2020 Q2	$570K	Hold	12,332	–	–	﹤0.01%	826
2020 Q1	$78K	Sell	12,332 -1,819	-13%	-$52.5K	﹤0.01%	1137
2019 Q4	$559K	Sell	14,151 -3,274	-19%	-$127K	﹤0.01%	956
2019 Q3	$772K	Sell	17,425 -450	-3%	-$21K	0.01%	824
2019 Q2	$864K	Sell	17,875 -1,032	-5%	-$52.8K	0.01%	862
2019 Q1	$998K	Buy	18,907 +53	+0.3%	+$2.75K	0.01%	776
2018 Q4	$838K	Sell	18,854 -3,199	-15%	-$167K	0.01%	763
2018 Q3	$1.35M	Sell	22,053 -263	-1%	-$16.1K	0.01%	694
2018 Q2	$1.3M	Sell	22,316 -316	-1%	-$18.5K	0.01%	699
2018 Q1	$1.2M	Buy	22,632 +197	+0.9%	+$12.9K	0.01%	730
2017 Q4	$1.48M	Buy	22,435 +2,100	+10%	+$125K	0.01%	682
2017 Q3	$1.31M	Hold	20,335	–	–	0.01%	701
2017 Q2	$1.43M	Buy	20,335 +400	+2%	+$29.1K	0.01%	665
2017 Q1	$1.56M	Sell	19,935 -1,683	-8%	-$135K	0.01%	624
2016 Q4	$1.61M	Hold	21,618	–	–	0.02%	615
2016 Q3	$1.71M	Buy	21,618 +137	+0.6%	+$10K	0.02%	632
2016 Q2	$1.5M	Buy	21,481 +494	+2%	+$31.2K	0.02%	622
2016 Q1	$1.15M	Sell	20,987 -71	-0.3%	-$3.74K	0.01%	668
2015 Q4	$1.37M	Sell	21,058 -812	-4%	-$60K	0.02%	618
2015 Q3	$1.71M	Buy	21,870 +461	+2%	+$45.6K	0.02%	555
2015 Q2	$2.38M	Sell	21,409 -752	-3%	-$93.4K	0.03%	537
2015 Q1	$2.86M	Buy	22,161 +5	+0%	+$612	0.04%	472
2014 Q4	$2.89M	Buy	22,156 +647	+3%	+$86.1K	0.04%	380
2014 Q3	$3.05M	Buy	21,509 +9	+0%	+$1.26K	0.05%	335
2014 Q2	$3.09M	Sell	21,500 -420	-2%	-$57.1K	0.06%	317
2014 Q1	$2.85M	Buy	21,920 +11	+0.1%	+$1.4K	0.06%	301
2013 Q4	$2.79M	Sell	21,909 -460	-2%	-$56.8K	0.09%	200
2013 Q3	$2.75M	Buy	22,369 +585	+3%	+$75.9K	0.09%	214
2013 Q2	$2.97M	Buy	+21,784	New	+$2.84M	0.08%	257

Other funds holding FMO

RCM

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

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

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

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

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

LCM

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

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

KACA

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

United Capital Financial Advisors's FMO Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q4 2020, closing a stake of 12,609 shares — an estimated $91K sold.

United Capital Financial Advisors first reported a position in FMO in Q2 2013 and held it in 30 quarters. The position peaked at $3.09M in Q2 2014. 40 funds tracked by Wall St. Rank hold FMO as of Q4 2020.

United Capital Financial Advisors reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 12,609 Fiduciary/Claymore Energy Infrastructure Fund shares in Q4 2020, an estimated $91K.
United Capital Financial Advisors first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q2 2013 and held it in 30 quarters.
United Capital Financial Advisors's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $3.09M in Q2 2014.
40 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.