BBPWM
EMO

Blue Bell Private Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Blue Bell Private Wealth 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
2026
Q1 		$2.52M Sell
47,803
-1,178
-2% -$58.5K 0.36% 50
2025
Q4 		$2.19M Buy
48,981
+43,800
+845% +$1.91M 0.32% 62
2025
Q3 		$233K Sell
5,181
-812
-14% -$38.3K 0.04% 234
2025
Q2 		$287K Sell
5,993
-672
-10% -$30.7K 0.05% 198
2025
Q1 		$331K Sell
6,665
-59
-0.9% -$2.89K 0.06% 166
2024
Q4 		$313K Sell
6,724
-100
-1% -$4.57K 0.06% 169
2024
Q3 		$288K Buy
6,824
+2,447
+56% +$99.1K 0.06% 177
2024
Q2 		$180K Sell
4,377
-25,741
-85% -$1.07M 0.04% 204
2024
Q1 		$1.22M Buy
30,118
+22,329
+287% +$820K 0.26% 65
2023
Q4 		$272K Buy
+7,789
New +$254K 0.07% 140
2023
Q3 		– Sell
-100
Closed -$2.99K – 685
2023
Q2 		$2.99K Hold
100
– – ﹤0.01% 551
2023
Q1 		$2.82K Buy
+100
New +$2.93K ﹤0.01% 521
2014
Q4 		– Sell
-60
Closed -$7K – 429
2014
Q3 		$7K Buy
+60
New +$7.44K ﹤0.01% 402

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return