CA
EMO

Claro Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-100
Closed -$6K – 383
2018
Q4 		$6K Buy
+100
New +$4.91K ﹤0.01% 753

Other funds holding EMO

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's EMO Position: Q1 2019 in Review

Claro Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2019, closing a stake of 100 shares — an estimated $6K sold.

Claro Advisors first reported a position in EMO in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 75 funds tracked by Wall St. Rank hold EMO as of Q1 2019.

  • Claro Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 100 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2019, an estimated $6K.
  • Claro Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $6K in Q4 2018.
  • 75 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.