Golden State Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Golden State Wealth 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
2019 Q4	–	Sell	-245	Closed	-$11K	–	296
2019 Q3	$11K	Hold	245	–	–	﹤0.01%	728
2019 Q2	$11K	Hold	245	–	–	﹤0.01%	727
2019 Q1	$12K	Buy	+245	New	+$11.5K	﹤0.01%	733

Other funds holding EMO

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's EMO Position: Q4 2019 in Review

Golden State Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2019, closing a stake of 245 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in EMO in Q1 2019 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 73 funds tracked by Wall St. Rank hold EMO as of Q4 2019.

Golden State Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 245 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2019, an estimated $11K.
Golden State Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $12K in Q1 2019.
73 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.