GJWM
CEM

Gilliland Jeter Wealth Management’s ClearBridge MLP and Midstream Fund Inc. CEM Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio CEM Stock Details CEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-650
Closed -$30.8K – 708
2024
Q2 		$30.8K Buy
650
+9
+1% +$418 0.01% 339
2024
Q1 		$29.3K Buy
+641
New +$26.8K 0.01% 343

Other funds holding CEM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gilliland Jeter Wealth Management's CEM Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of ClearBridge MLP and Midstream Fund Inc. (CEM) in Q3 2024, closing a stake of 650 shares — an estimated $30.8K sold.

Gilliland Jeter Wealth Management first reported a position in CEM in Q1 2024 and held it in 2 quarters. The position peaked at $30.8K in Q2 2024. 1 fund tracked by Wall St. Rank holds CEM as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining ClearBridge MLP and Midstream Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 650 ClearBridge MLP and Midstream Fund Inc. shares in Q3 2024, an estimated $30.8K.
  • Gilliland Jeter Wealth Management first reported a position in ClearBridge MLP and Midstream Fund Inc. in Q1 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's ClearBridge MLP and Midstream Fund Inc. position peaked at $30.8K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ClearBridge MLP and Midstream Fund Inc. as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.