Gratus Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Gratus Capital’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
2024 Q2	$363K	Buy	+8,800	New	+$364K	0.01%	289

Other funds holding EMO

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Gratus Capital's EMO Position: Q2 2024 in Review

Gratus Capital opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2024: 8,800 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

56 funds tracked by Wall St. Rank hold EMO as of Q2 2024.

Gratus Capital held 8,800 shares of ClearBridge Energy Midstream Opportunity Fund worth $363K as of Q2 2024.
ClearBridge Energy Midstream Opportunity Fund was a new Gratus Capital position in Q2 2024.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #289 holding.
56 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.