American Portfolios Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

American Portfolios Advisors’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 Q3	–	Sell	-133	Closed	-$1.01K	–	2543
2018 Q2	$1.01K	Hold	133	–	–	﹤0.01%	2271
2018 Q1	$908	Sell	133 -134	-50%	-$1.11K	﹤0.01%	2211
2017 Q4	$2.21K	Buy	+267	New	+$2.14K	﹤0.01%	2039

Other funds holding CBA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

American Portfolios Advisors's CBA Position: Q3 2018 in Review

American Portfolios Advisors sold out of ClearBridge American Energy MLP (CBA) in Q3 2018, closing a stake of 133 shares — an estimated $1.01K sold.

American Portfolios Advisors first reported a position in CBA in Q4 2017 and held it in 3 quarters. The position peaked at $2.21K in Q4 2017. 50 funds tracked by Wall St. Rank hold CBA as of Q3 2018.

American Portfolios Advisors reported no remaining ClearBridge American Energy MLP position as of Q3 2018 after selling out during the quarter.
American Portfolios Advisors sold 133 ClearBridge American Energy MLP shares in Q3 2018, an estimated $1.01K.
American Portfolios Advisors first reported a position in ClearBridge American Energy MLP in Q4 2017 and held it in 3 quarters.
American Portfolios Advisors's ClearBridge American Energy MLP position peaked at $2.21K in Q4 2017.
50 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q3 2018.

Based on American Portfolios Advisors's 13F filing for Q3 2018, filed 24 Mar 2023.