BCA
EMO

Bay Colony Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Bay Colony 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
2026
Q2 		$216K Buy
4,320
+328
+8% +$16.5K 0.02% 455
2026
Q1 		$211K Buy
+3,992
New +$198K 0.03% 459

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bay Colony Advisors's EMO Position: Q2 2026 in Review

Bay Colony Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 8.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 4,320 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #455.

Bay Colony Advisors first reported a position in EMO in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Bay Colony Advisors held 4,320 shares of ClearBridge Energy Midstream Opportunity Fund worth $216K as of Q2 2026.
  • Bay Colony Advisors bought 328 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $16.5K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.02% of Bay Colony Advisors's portfolio in Q2 2026, its #455 holding.
  • Bay Colony Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.