Cambridge Investment Research Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-13,960	Closed	-$105K	–	2366
2018 Q2	$105K	Buy	+13,960	New	+$105K	﹤0.01%	2103
2017 Q4	–	Sell	-135,659	Closed	-$1.16M	–	2210
2017 Q3	$1.16M	Buy	+135,659	New	+$1.16M	0.02%	775
2017 Q2	–	Sell	-52,611	Closed	-$522K	–	2017
2017 Q1	$522K	Buy	+52,611	New	+$516K	0.01%	1046

Other funds holding CBA

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

MGAM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

SIA

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

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

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Cambridge Investment Research Advisors's CBA Position: Q3 2018 in Review

Cambridge Investment Research Advisors sold out of ClearBridge American Energy MLP (CBA) in Q3 2018, closing a stake of 13,960 shares — an estimated $105K sold.

Cambridge Investment Research Advisors first reported a position in CBA in Q1 2017 and held it in 3 quarters. The position peaked at $1.16M in Q3 2017. 50 funds tracked by Wall St. Rank hold CBA as of Q3 2018.

Cambridge Investment Research Advisors reported no remaining ClearBridge American Energy MLP position as of Q3 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 13,960 ClearBridge American Energy MLP shares in Q3 2018, an estimated $105K.
Cambridge Investment Research Advisors first reported a position in ClearBridge American Energy MLP in Q1 2017 and held it in 3 quarters.
Cambridge Investment Research Advisors's ClearBridge American Energy MLP position peaked at $1.16M in Q3 2017.
50 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q3 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.