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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 $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 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. 59 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.
  • 59 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.