Aristides Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Aristides Capital’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
2025 Q3	–	Sell	-16,432	Closed	-$788K	–	254
2025 Q2	$788K	Hold	16,432	–	–	0.16%	83
2025 Q1	$815K	Sell	16,432 -3,204	-16%	-$157K	0.24%	71
2024 Q4	$914K	Buy	19,636 +2,120	+12%	+$96.9K	0.19%	75
2024 Q3	$739K	Buy	17,516 +358	+2%	+$14.5K	0.23%	78
2024 Q2	$707K	Sell	17,158 -126,720	-88%	-$5.25M	0.2%	95
2024 Q1	$5.84M	Hold	143,878	–	–	2.15%	7
2023 Q4	$5.02M	Hold	143,878	–	–	1.84%	11
2023 Q3	$4.56M	Hold	143,878	–	–	1.98%	9
2023 Q2	$4.3M	Hold	143,878	–	–	1.75%	8
2023 Q1	$4.06M	Sell	143,878 -19,945	-12%	-$585K	2.17%	10
2022 Q4	$4.69M	Sell	163,823 -16,114	-9%	-$464K	2.38%	7
2022 Q3	$4.5M	Hold	179,937	–	–	3.39%	5
2022 Q2	$4.25M	Hold	179,937	–	–	2.91%	6
2022 Q1	$5.07M	Hold	179,937	–	–	3.1%	6
2021 Q4	$3.93M	Hold	179,937	–	–	1.8%	12
2021 Q3	$3.93M	Hold	179,937	–	–	1.44%	16
2021 Q2	$4.15M	Hold	179,937	–	–	0.98%	18
2021 Q1	$3.36M	Hold	179,937	–	–	1.36%	15
2020 Q4	$2.42M	Hold	179,937	–	–	0.83%	23
2020 Q3	$1.58M	Buy	+179,937	New	+$1.98M	1.09%	20
2020 Q2	–	Sell	-212,694	Closed	-$1.38M	–	121
2020 Q1	$1.38M	Buy	+212,694	New	+$6.66M	1%	17

Other funds holding EMO

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Aristides Capital's EMO Position: Q3 2025 in Review

Aristides Capital sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2025, closing a stake of 16,432 shares — an estimated $788K sold.

Aristides Capital first reported a position in EMO in Q1 2020 and held it in 21 quarters. The position peaked at $5.84M in Q1 2024. 112 funds tracked by Wall St. Rank hold EMO as of Q3 2025.

Aristides Capital reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Aristides Capital sold 16,432 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2025, an estimated $788K.
Aristides Capital first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2020 and held it in 21 quarters.
Aristides Capital's ClearBridge Energy Midstream Opportunity Fund position peaked at $5.84M in Q1 2024.
112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2025.

Based on Aristides Capital's 13F filing for Q3 2025, filed 13 Nov 2025.