AA
EMO

Advisory Alpha’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Advisory Alpha’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,769
Closed -$456K – 133
2017
Q1 		$456K Buy
+6,769
New +$459K 0.16% 77

Other funds holding EMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Advisory Alpha's EMO Position: Q2 2017 in Review

Advisory Alpha sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2017, closing a stake of 6,769 shares — an estimated $456K sold.

Advisory Alpha first reported a position in EMO in Q1 2017 and held it in 1 quarter. The position peaked at $456K in Q1 2017. 40 funds tracked by Wall St. Rank hold EMO as of Q2 2017.

  • Advisory Alpha reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2017 after selling out during the quarter.
  • Advisory Alpha sold 6,769 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2017, an estimated $456K.
  • Advisory Alpha first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2017 and held it in 1 quarter.
  • Advisory Alpha's ClearBridge Energy Midstream Opportunity Fund position peaked at $456K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2017.

Based on Advisory Alpha's 13F filing for Q2 2017, filed 9 Aug 2017.