Franklin Resources
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Franklin Resources’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Franklin Resources’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
2025
Q1 		– Sell
-18,476
Closed -$860K – 2995
2024
Q4 		$860K Sell
18,476
-55,043
-75% -$2.52M ﹤0.01% 2047
2024
Q3 		$3.22M Buy
+73,519
New +$2.98M ﹤0.01% 1545

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Franklin Resources's EMO Position: Q1 2025 in Review

Franklin Resources sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2025, closing a stake of 18,476 shares — an estimated $860K sold.

Franklin Resources first reported a position in EMO in Q3 2024 and held it in 2 quarters. The position peaked at $3.22M in Q3 2024. 109 funds tracked by Wall St. Rank hold EMO as of Q1 2025.

  • Franklin Resources reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Franklin Resources sold 18,476 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2025, an estimated $860K.
  • Franklin Resources first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 2 quarters.
  • Franklin Resources's ClearBridge Energy Midstream Opportunity Fund position peaked at $3.22M in Q3 2024.
  • 109 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2025.

Based on Franklin Resources's 13F filing for Q1 2025, filed 13 May 2025.