FFG
EMO

Ford Financial Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Ford Financial Group’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
-3,600
Closed -$42K – 92
2020
Q2 		$42K Hold
3,600
– – 0.02% 93
2020
Q1 		$23K Buy
3,600
+1,200
+50% +$37.6K 0.02% 92
2019
Q4 		$100K Hold
2,400
– – 0.06% 94
2019
Q3 		$104K Sell
2,400
-60
-2% -$2.68K 0.07% 88
2019
Q2 		$113K Hold
2,460
– – 0.08% 88
2019
Q1 		$118K Hold
2,460
– – 0.08% 71
2018
Q4 		$96K Hold
2,460
– – 0.07% 59
2018
Q3 		$142K Hold
2,460
– – 0.1% 42
2018
Q2 		$134K Buy
2,460
+400
+19% +$22K 0.1% 40
2018
Q1 		$101K Buy
2,060
+60
+3% +$3.5K 0.08% 44
2017
Q4 		$126K Buy
+2,000
New +$112K 0.09% 55

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

Ford Financial Group's EMO Position: Q3 2020 in Review

Ford Financial Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2020, closing a stake of 3,600 shares — an estimated $42K sold.

Ford Financial Group first reported a position in EMO in Q4 2017 and held it in 11 quarters. The position peaked at $142K in Q3 2018. 54 funds tracked by Wall St. Rank hold EMO as of Q3 2020.

  • Ford Financial Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • Ford Financial Group sold 3,600 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2020, an estimated $42K.
  • Ford Financial Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2017 and held it in 11 quarters.
  • Ford Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $142K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2020.

Based on Ford Financial Group's 13F filing for Q3 2020, filed 15 Oct 2020.