AIM
EMO

Anchor Investment Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Anchor Investment Management’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
2021
Q2 		– Sell
-276
Closed -$5.16K – 956
2021
Q1 		$5.16K Buy
+276
New +$4.67K ﹤0.01% 776

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Anchor Investment Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2021, closing a stake of 276 shares — an estimated $5.16K sold.

Anchor Investment Management first reported a position in EMO in Q1 2021 and held it in 1 quarter. The position peaked at $5.16K in Q1 2021. 58 funds tracked by Wall St. Rank hold EMO as of Q2 2021.

  • Anchor Investment Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 276 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2021, an estimated $5.16K.
  • Anchor Investment Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2021 and held it in 1 quarter.
  • Anchor Investment Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $5.16K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2021.

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