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

GeoWealth 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
2025
Q1 		– Sell
-350
Closed -$16.3K – 1271
2024
Q4 		$16.3K Buy
+350
New +$16K ﹤0.01% 1418

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

GeoWealth Management's EMO Position: Q1 2025 in Review

GeoWealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2025, closing a stake of 350 shares — an estimated $16.3K sold.

GeoWealth Management first reported a position in EMO in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 109 funds tracked by Wall St. Rank hold EMO as of Q1 2025.

  • GeoWealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 350 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2025, an estimated $16.3K.
  • GeoWealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $16.3K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.