Commonwealth Equity Services’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Commonwealth Equity Services’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	$281K	Sell	5,311 -42	-0.8%	-$2.09K	﹤0.01%	3695
2025 Q4	$239K	Sell	5,353 -9,784	-65%	-$428K	﹤0.01%	3834
2025 Q3	$680K	Buy	15,137 +428	+3%	+$20.2K	﹤0.01%	2926
2025 Q2	$706K	Sell	14,709 -355	-2%	-$16.2K	﹤0.01%	2865
2025 Q1	$747K	Buy	15,064 +765	+5%	+$37.5K	﹤0.01%	2699
2024 Q4	$665K	Sell	14,299 -1,046	-7%	-$47.8K	﹤0.01%	2738
2024 Q3	$648K	Buy	15,345 +7,875	+105%	+$319K	﹤0.01%	2687
2024 Q2	$308K	Sell	7,470 -6,980	-48%	-$289K	﹤0.01%	3265
2024 Q1	$587K	Sell	14,450 -11	-0.1%	-$404	﹤0.01%	2690
2023 Q4	$505K	Sell	14,461 -8,023	-36%	-$262K	﹤0.01%	2697
2023 Q3	$713K	Sell	22,484 -3,085	-12%	-$96.9K	﹤0.01%	2302
2023 Q2	$764K	Sell	25,569 -481	-2%	-$13.6K	﹤0.01%	2295
2023 Q1	$735	Sell	26,050 -5,722	-18%	-$168K	﹤0.01%	2255
2022 Q4	$908K	Sell	31,772 -321	-1%	-$9.25K	﹤0.01%	2025
2022 Q3	$802K	Sell	32,093 -1,416	-4%	-$38.5K	﹤0.01%	2058
2022 Q2	$791K	Sell	33,509 -2,696	-7%	-$75K	﹤0.01%	2077
2022 Q1	$1.02M	Sell	36,205 -6,946	-16%	-$177K	﹤0.01%	1981
2021 Q4	$942K	Sell	43,151 -7,175	-14%	-$165K	﹤0.01%	2035
2021 Q3	$1.1M	Sell	50,326 -6,581	-12%	-$141K	﹤0.01%	1851
2021 Q2	$1.31M	Buy	56,907 +19,675	+53%	+$425K	﹤0.01%	1716
2021 Q1	$695K	Buy	37,232 +4,823	+15%	+$81.6K	﹤0.01%	2072
2020 Q4	$435K	Sell	32,409 -1,579	-5%	-$18.7K	﹤0.01%	2251
2020 Q3	$298K	Buy	33,988 +2,589	+8%	+$28.5K	﹤0.01%	2358
2020 Q2	$370K	Buy	31,399 +13,540	+76%	+$157K	﹤0.01%	2111
2020 Q1	$116K	Buy	17,859 +4,660	+35%	+$146K	﹤0.01%	2546
2019 Q4	$555K	Sell	13,199 -4,908	-27%	-$201K	﹤0.01%	1837
2019 Q3	$787K	Buy	18,107 +4,019	+29%	+$180K	﹤0.01%	1512
2019 Q2	$648K	Buy	14,088 +248	+2%	+$11.7K	﹤0.01%	1623
2019 Q1	$665K	Buy	13,840 +9,613	+227%	+$452K	﹤0.01%	1556
2018 Q4	$165K	Buy	+4,227	New	+$207K	﹤0.01%	2384
2015 Q3	–	Sell	-8,551	Closed	-$800K	–	2166
2015 Q2	$800K	Sell	8,551 -351	-4%	-$36.9K	0.01%	1080
2015 Q1	$933K	Buy	8,902 +621	+7%	+$67.3K	0.01%	990
2014 Q4	$978K	Buy	8,281 +57	+0.7%	+$6.61K	0.01%	906
2014 Q3	$1M	Sell	8,224 -102	-1%	-$12.6K	0.01%	867
2014 Q2	$1.06M	Buy	8,326 +284	+4%	+$33.8K	0.01%	834
2014 Q1	$905K	Buy	8,042 +810	+11%	+$91.1K	0.01%	851
2013 Q4	$838K	Buy	7,232 +1,500	+26%	+$169K	0.01%	855
2013 Q3	$648K	Buy	5,732 +402	+8%	+$47.5K	0.01%	950
2013 Q2	$646K	Buy	+5,330	New	+$629K	0.01%	903

Other funds holding EMO

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services's EMO Position: Q1 2026 in Review

Commonwealth Equity Services reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.78% in Q1 2026, selling an estimated $2.09K and leaving 5,311 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Commonwealth Equity Services first reported a position in EMO in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.31M in Q2 2021. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Commonwealth Equity Services held 5,311 shares of ClearBridge Energy Midstream Opportunity Fund worth $281K as of Q1 2026.
Commonwealth Equity Services sold 42 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $2.09K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3695 holding.
Commonwealth Equity Services first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2013 and has held it in 39 quarters since.
Commonwealth Equity Services's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.31M in Q2 2021.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.