CLA (CliftonLarsonAllen) Wealth Advisors’s COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. MIE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio MIE Stock Details MIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-67,000	Closed	-$214K	–	303
2021 Q1	$214K	Buy	+67,000	New	+$194K	0.01%	165
2019 Q4	–	Sell	-23,500	Closed	-$212K	–	155
2019 Q3	$212K	Hold	23,500	–	–	0.02%	141
2019 Q2	$223K	Buy	+23,500	New	+$223K	0.02%	106

Other funds holding MIE

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

SIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MIE Position: Q2 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. (MIE) in Q2 2021, closing a stake of 67,000 shares — an estimated $214K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MIE in Q2 2019 and held it in 3 quarters. The position peaked at $223K in Q2 2019. 39 funds tracked by Wall St. Rank hold MIE as of Q2 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. position as of Q2 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 67,000 COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. shares in Q2 2021, an estimated $214K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. in Q2 2019 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. position peaked at $223K in Q2 2019.
39 funds tracked by Wall St. Rank held COHEN & STEERS MLP INCOME AND ENERGY OPPORTUNITY FUND, INC. as of Q2 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.