FNY Investment Advisers’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

FNY Investment Advisers’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	-100	Closed	-$4K	–	871
2025 Q4	$4K	Sell	100 -700	-88%	-$30.6K	﹤0.01%	751
2025 Q3	$35K	Buy	800 +100	+14%	+$4.71K	0.01%	574
2025 Q2	$33K	Hold	700	–	–	0.01%	483
2025 Q1	$34K	Buy	+700	New	+$34.3K	0.02%	342
2024 Q4	–	Sell	-1,300	Closed	-$54K	–	727
2024 Q3	$54K	Buy	+1,300	New	+$52.7K	0.03%	268
2021 Q4	–	Sell	-2,500	Closed	-$54K	–	623
2021 Q3	$54K	Sell	2,500 -1,000	-29%	-$21.4K	0.03%	330
2021 Q2	$80K	Sell	3,500 -988	-22%	-$21.3K	0.03%	320
2021 Q1	$83K	Sell	4,488 -512	-10%	-$8.66K	0.03%	348
2020 Q4	$67K	Buy	+5,000	New	+$59.2K	0.02%	342
2020 Q1	–	Sell	-1,894	Closed	-$79K	–	550
2019 Q4	$79K	Buy	+1,894	New	+$77.4K	0.02%	397

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

FNY Investment Advisers's EMO Position: Q1 2026 in Review

FNY Investment Advisers sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026, closing a stake of 100 shares — an estimated $4K sold.

FNY Investment Advisers first reported a position in EMO in Q4 2019 and held it in 10 quarters. The position peaked at $83K in Q1 2021. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

FNY Investment Advisers reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2026 after selling out during the quarter.
FNY Investment Advisers sold 100 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $4K.
FNY Investment Advisers first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and held it in 10 quarters.
FNY Investment Advisers's ClearBridge Energy Midstream Opportunity Fund position peaked at $83K in Q1 2021.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.