CPA
EMO

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

Clear Point 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
2024
Q4 		– Sell
-169
Closed -$7.13K – 232
2024
Q3 		$7.13K Buy
+169
New +$6.85K 0.01% 367

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Clear Point Advisors's EMO Position: Q4 2024 in Review

Clear Point Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2024, closing a stake of 169 shares — an estimated $7.13K sold.

Clear Point Advisors first reported a position in EMO in Q3 2024 and held it in 1 quarter. The position peaked at $7.13K in Q3 2024. 112 funds tracked by Wall St. Rank hold EMO as of Q4 2024.

  • Clear Point Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 169 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2024, an estimated $7.13K.
  • Clear Point Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Clear Point Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $7.13K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.