CPA
CEM

Clear Point Advisors’s ClearBridge MLP and Midstream Fund Inc. CEM Stock Holding History

Clear Point Advisors’s Portfolio CEM Stock Details CEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150
Closed -$7.12K – 582
2024
Q2 		$7.12K Buy
150
+2
+1% +$93 0.01% 359
2024
Q1 		$6.76K Buy
148
+3
+2% +$126 0.01% 364
2023
Q4 		$5.82K Buy
+145
New +$5.29K 0.01% 361

Other funds holding CEM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clear Point Advisors's CEM Position: Q3 2024 in Review

Clear Point Advisors sold out of ClearBridge MLP and Midstream Fund Inc. (CEM) in Q3 2024, closing a stake of 150 shares — an estimated $7.12K sold.

Clear Point Advisors first reported a position in CEM in Q4 2023 and held it in 3 quarters. The position peaked at $7.12K in Q2 2024. 1 fund tracked by Wall St. Rank holds CEM as of Q3 2024.

  • Clear Point Advisors reported no remaining ClearBridge MLP and Midstream Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • Clear Point Advisors sold 150 ClearBridge MLP and Midstream Fund Inc. shares in Q3 2024, an estimated $7.12K.
  • Clear Point Advisors first reported a position in ClearBridge MLP and Midstream Fund Inc. in Q4 2023 and held it in 3 quarters.
  • Clear Point Advisors's ClearBridge MLP and Midstream Fund Inc. position peaked at $7.12K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ClearBridge MLP and Midstream Fund Inc. as of Q3 2024.

Based on Clear Point Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.