CPIG
EMO

Chicago Partners Investment Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Chicago Partners Investment Group’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 		$329K Hold
6,624
– – 0.01% 1094
2025
Q4 		$309K Hold
6,624
– – 0.01% 1016
2025
Q3 		$286K Hold
6,624
– – 0.01% 980
2025
Q2 		$313K Hold
6,624
– – 0.01% 815
2025
Q1 		$298K Hold
6,624
– – 0.01% 690
2024
Q4 		$313K Sell
6,624
-3,659
-36% -$167K 0.01% 646
2024
Q3 		$454K Buy
10,283
+4,407
+75% +$179K 0.02% 516
2024
Q2 		$233K Sell
5,876
-28
-0.5% -$1.16K 0.01% 670
2024
Q1 		$242K Buy
5,904
+87
+1% +$3.19K 0.01% 632
2023
Q4 		$203K Buy
+5,817
New +$190K 0.01% 656

Other funds holding EMO

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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 $528B 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 $501B 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