Belpointe Asset Management
EMO icon

Belpointe Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-69
Closed -$1.95K – 1370
2023
Q1 		$1.95K Hold
69
– – ﹤0.01% 3310
2022
Q4 		$1.97K Buy
+69
New +$1.99K ﹤0.01% 3268

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Woodline Partners
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MGAM
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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Belpointe Asset Management's EMO Position: Q2 2023 in Review

Belpointe Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2023, closing a stake of 69 shares — an estimated $1.95K sold.

Belpointe Asset Management first reported a position in EMO in Q4 2022 and held it in 2 quarters. The position peaked at $1.97K in Q4 2022. 62 funds tracked by Wall St. Rank hold EMO as of Q2 2023.

  • Belpointe Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 69 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2023, an estimated $1.95K.
  • Belpointe Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.97K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.