Gradient Investments’s ClearBridge American Energy MLP CBA Stock Holding History

Gradient Investments’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-91	Closed	-$1K	–	1218
2018 Q1	$1K	Buy	+91	New	+$751	﹤0.01%	987

Other funds holding CBA

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

MGAM

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

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

SEIA

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

SIA

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gradient Investments's CBA Position: Q2 2018 in Review

Gradient Investments sold out of ClearBridge American Energy MLP (CBA) in Q2 2018, closing a stake of 91 shares — an estimated $1K sold.

Gradient Investments first reported a position in CBA in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 47 funds tracked by Wall St. Rank hold CBA as of Q2 2018.

Gradient Investments reported no remaining ClearBridge American Energy MLP position as of Q2 2018 after selling out during the quarter.
Gradient Investments sold 91 ClearBridge American Energy MLP shares in Q2 2018, an estimated $1K.
Gradient Investments first reported a position in ClearBridge American Energy MLP in Q1 2018 and held it in 1 quarter.
Gradient Investments's ClearBridge American Energy MLP position peaked at $1K in Q1 2018.
47 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.