B. Riley Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

B. Riley Wealth Advisors’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
2022 Q3	–	Sell	-9,357	Closed	-$221K	–	1472
2022 Q2	$221K	Buy	9,357 +1,706	+22%	+$47.5K	0.01%	1005
2022 Q1	$216K	Buy	+7,651	New	+$194K	0.01%	1177
2020 Q3	–	Sell	-4,976	Closed	-$59K	–	955
2020 Q2	$59K	Buy	+4,976	New	+$57.8K	﹤0.01%	839

Other funds holding EMO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

MGAM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

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

B. Riley Wealth Advisors's EMO Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2022, closing a stake of 9,357 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in EMO in Q2 2020 and held it in 3 quarters. The position peaked at $221K in Q2 2022. 54 funds tracked by Wall St. Rank hold EMO as of Q3 2022.

B. Riley Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,357 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2022, an estimated $221K.
B. Riley Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2020 and held it in 3 quarters.
B. Riley Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $221K in Q2 2022.
54 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.