AWG
CTR

Altus Wealth Group’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

Altus Wealth Group’s Portfolio CTR Stock Details CTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-883
Closed -$13K – 802
2020
Q4 		$13K Buy
+883
New +$11.6K 0.01% 470

Other funds holding CTR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Altus Wealth Group's CTR Position: Q1 2021 in Review

Altus Wealth Group sold out of ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) in Q1 2021, closing a stake of 883 shares — an estimated $13K sold.

Altus Wealth Group first reported a position in CTR in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 42 funds tracked by Wall St. Rank hold CTR as of Q1 2021.

  • Altus Wealth Group reported no remaining ClearBridge MLP and Midstream Total Return Fund Inc. position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 883 ClearBridge MLP and Midstream Total Return Fund Inc. shares in Q1 2021, an estimated $13K.
  • Altus Wealth Group first reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's ClearBridge MLP and Midstream Total Return Fund Inc. position peaked at $13K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Total Return Fund Inc. as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.