AG
CBA

Advisor Group’s ClearBridge American Energy MLP CBA Stock Holding History

Advisor Group’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,000
Closed -$47K – 5479
2018
Q3 		$47K Buy
+6,000
New +$47.9K ﹤0.01% 3355

Other funds holding CBA

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Advisor Group's CBA Position: Q4 2018 in Review

Advisor Group sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 6,000 shares — an estimated $47K sold.

Advisor Group first reported a position in CBA in Q3 2018 and held it in 1 quarter. The position peaked at $47K in Q3 2018. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

  • Advisor Group reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 6,000 ClearBridge American Energy MLP shares in Q4 2018, an estimated $47K.
  • Advisor Group first reported a position in ClearBridge American Energy MLP in Q3 2018 and held it in 1 quarter.
  • Advisor Group's ClearBridge American Energy MLP position peaked at $47K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.