Capital Investment Advisors, LLC FMN — Federated Premier Muni Inc

Ownership history in Capital Investment Advisors, LLC  ·  29 quarters on record

AI Ownership Summary

Capital Investment Advisors, LLC reported Federated Premier Muni Inc (FMN) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FMN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Investment Advisors, LLC's position in Federated Premier Muni Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FMN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMN stock page Capital Investment Advisors, LLC fund profile Capital Investment Advisors, LLC full holdings
How Capital Investment Advisors, LLC held FMN — position size vs. price
% of Fund (quarterly)    FMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,763 -4,200 -14.5% 0.00% $285K 2026-08-06 $11.03
2026 Q1 UNCHANGED — — — 28,963 — 0% 0.01% $317K 2026-04-17 $11.10
2025 Q4 UNCHANGED — — — 28,963 — 0% 0.00% $322K 2026-01-13 $10.83
2025 Q3 UNCHANGED — — — 28,963 — 0% 0.01% $320K 2025-10-23 $10.70
2025 Q1 UNCHANGED — — — 28,963 — 0% 0.01% $315K 2025-04-14 $9.68
2024 Q4 REDUCED 10.1% +0.7% ❌ 28,963 -3,250 -10.1% 0.01% $316K 2025-01-13 $9.99
2024 Q3 ADDED — — — 32,213 +1,013 +3.2% 0.01% $400K 2024-10-17 $11.29
2024 Q2 REDUCED — — — 31,200 -300 -1.0% 0.01% $357K 2024-07-12 $10.50
2024 Q1 UNCHANGED — — — 31,500 — 0% 0.01% $349K 2024-04-15 $9.82
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FMN

As of 2026 Q2 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.99% Closed-End Fund Advisors, Inc. 0.69% Matisse Capital 3Y 7Y 0.48% MELFA WEALTH MANAGEMENT, INC. 3Y 0.29% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.23% Noble Wealth Management PBC 0.22% North Ground Capital 0.22% Bulldog Investors, LLP 3Y 7Y 0.21% GILL CAPITAL PARTNERS, LLC 3Y 0.2% Logan Stone Capital, LLC 3Y 0.11%

FAQ About Capital Investment Advisors, LLC and FMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Investment Advisors, LLC reported owning FMN?

Capital Investment Advisors, LLC reported FMN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FMN position in Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for FMN was 0.01% in 2024 Q3.

What is the latest reported FMN position on this page?

The most recent filing on this page is 2026 Q2, when Capital Investment Advisors, LLC reported 24,763 shares, equal to 0.00% of portfolio, with an estimated market value of $285K.

What does the chart on this FMN ownership page compare?

The chart compares Capital Investment Advisors, LLC's quarterly FMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Investment Advisors, LLC time their FMN position?

Based on 13F filing dates vs. subsequent FMN price moves, Capital Investment Advisors, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on FMN relative to SPY over the holding period was -12.7%.

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