Eagle Bay Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Eagle Bay 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 Q2	–	Sell	-4,084	Closed	-$216K	–	144
2026 Q1	$216K	Sell	4,084 -149	-4%	-$7.4K	0.19%	113
2025 Q4	$189K	Buy	+4,233	New	+$185K	0.14%	125
2025 Q1	–	Sell	-3,665	Closed	-$171K	–	377
2024 Q4	$171K	Sell	3,665 -127	-3%	-$5.8K	0.11%	128
2024 Q3	$161K	Buy	+3,792	New	+$154K	0.06%	202

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Eagle Bay Advisors's EMO Position: Q2 2026 in Review

Eagle Bay Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 4,084 shares — an estimated $216K sold.

Eagle Bay Advisors first reported a position in EMO in Q3 2024 and held it in 4 quarters. The position peaked at $216K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Eagle Bay Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Eagle Bay Advisors sold 4,084 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $216K.
Eagle Bay Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 4 quarters.
Eagle Bay Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $216K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.