CAM
EMO

Cresset Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-30
Closed -$1K – 826
2019
Q1 		$1K Sell
30
-115
-79% -$5.4K ﹤0.01% 1784
2018
Q4 		$6K Buy
+145
New +$7.11K ﹤0.01% 969

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
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cresset Asset Management's EMO Position: Q2 2019 in Review

Cresset Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in EMO in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 66 funds tracked by Wall St. Rank hold EMO as of Q2 2019.

  • Cresset Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 30 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2019, an estimated $1K.
  • Cresset Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $6K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.