AIM
CEM

Anchor Investment Management’s ClearBridge MLP and Midstream Fund Inc. CEM Stock Holding History

Anchor Investment Management’s Portfolio CEM Stock Details CEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-120
Closed -$2.8K – 999
2021
Q1 		$2.8K Buy
+120
New +$2.54K ﹤0.01% 841

Other funds holding CEM

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anchor Investment Management's CEM Position: Q2 2021 in Review

Anchor Investment Management sold out of ClearBridge MLP and Midstream Fund Inc. (CEM) in Q2 2021, closing a stake of 120 shares — an estimated $2.8K sold.

Anchor Investment Management first reported a position in CEM in Q1 2021 and held it in 1 quarter. The position peaked at $2.8K in Q1 2021. 71 funds tracked by Wall St. Rank hold CEM as of Q2 2021.

  • Anchor Investment Management reported no remaining ClearBridge MLP and Midstream Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 120 ClearBridge MLP and Midstream Fund Inc. shares in Q2 2021, an estimated $2.8K.
  • Anchor Investment Management first reported a position in ClearBridge MLP and Midstream Fund Inc. in Q1 2021 and held it in 1 quarter.
  • Anchor Investment Management's ClearBridge MLP and Midstream Fund Inc. position peaked at $2.8K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Fund Inc. as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.