EWM
EMO

Edge Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Edge Wealth 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
2020
Q3 		– Sell
-7,000
Closed -$83K – 498
2020
Q2 		$83K Buy
+7,000
New +$81.3K 0.02% 221

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Edge Wealth Management's EMO Position: Q3 2020 in Review

Edge Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2020, closing a stake of 7,000 shares — an estimated $83K sold.

Edge Wealth Management first reported a position in EMO in Q2 2020 and held it in 1 quarter. The position peaked at $83K in Q2 2020. 54 funds tracked by Wall St. Rank hold EMO as of Q3 2020.

  • Edge Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 7,000 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2020, an estimated $83K.
  • Edge Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2020 and held it in 1 quarter.
  • Edge Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $83K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.