CIA
EMO

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

Concurrent Investment 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
2026
Q1 		– Sell
-4,580
Closed -$205K – 1965
2025
Q4 		$205K Buy
+4,580
New +$200K ﹤0.01% 1627

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M 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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concurrent Investment Advisors's EMO Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 4,580 shares — an estimated $205K sold.

Concurrent Investment Advisors first reported a position in EMO in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,580 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $205K.
  • Concurrent Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $205K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.