Cerity Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Cerity Partners’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	–	Sell	-13,698	Closed	-$612K	–	3290
2025 Q4	$612K	Sell	13,698 -250	-2%	-$10.9K	﹤0.01%	1978
2025 Q3	$627K	Buy	13,948 +883	+7%	+$41.6K	﹤0.01%	1845
2025 Q2	$627K	Hold	13,065	–	–	﹤0.01%	1754
2025 Q1	$648K	Hold	13,065	–	–	﹤0.01%	1630
2024 Q4	$608K	Hold	13,065	–	–	﹤0.01%	1652
2024 Q3	$551K	Hold	13,065	–	–	﹤0.01%	1724
2024 Q2	$539K	Hold	13,065	–	–	﹤0.01%	1515
2024 Q1	$531K	Hold	13,065	–	–	﹤0.01%	1570
2023 Q4	$456K	Buy	13,065 +46	+0.4%	+$1.5K	﹤0.01%	1308
2023 Q3	$413K	Sell	13,019 -455	-3%	-$14.3K	﹤0.01%	1038
2023 Q2	$402K	Buy	13,474 +390	+3%	+$11.1K	﹤0.01%	1277
2023 Q1	$369K	Sell	13,084 -390	-3%	-$11.4K	﹤0.01%	1433
2022 Q4	$385K	Buy	+13,474	New	+$388K	﹤0.01%	1053

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cerity Partners's EMO Position: Q1 2026 in Review

Cerity Partners sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 13,698 shares — an estimated $612K sold.

Cerity Partners first reported a position in EMO in Q4 2022 and held it in 13 quarters. The position peaked at $648K in Q1 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Cerity Partners reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 13,698 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $612K.
Cerity Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2022 and held it in 13 quarters.
Cerity Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $648K in Q1 2025.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.