ASN
EMO

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

Advisory Services Network’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
2026
Q1 		$28.9K Buy
+548
New +$27.2K ﹤0.01% 2968
2025
Q4 		– Sell
-548
Closed -$24.6K – 2522
2025
Q3 		$24.6K Buy
+548
New +$25.8K ﹤0.01% 2847
2024
Q1 		– Sell
-721
Closed -$25.2K – 2076
2023
Q4 		$25.2K Buy
+721
New +$23.5K ﹤0.01% 2395
2023
Q2 		– Sell
-721
Closed -$20.4K – 2075
2023
Q1 		$20.4K Hold
721
– – ﹤0.01% 2526
2022
Q4 		$20.6K Buy
+721
New +$20.8K ﹤0.01% 2451
2021
Q3 		– Sell
-173
Closed -$4K – 1917
2021
Q2 		$4K Buy
+173
New +$3.73K ﹤0.01% 3124
2021
Q1 		– Sell
-242
Closed -$3K – 1754
2020
Q4 		$3K Hold
242
– – ﹤0.01% 2871
2020
Q3 		$2K Buy
+242
New +$2.67K ﹤0.01% 3096
2020
Q2 		– Sell
-243
Closed -$2K – 1493
2020
Q1 		$2K Hold
243
– – ﹤0.01% 2732
2019
Q4 		$10K Buy
+243
New +$9.93K ﹤0.01% 2339

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return