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Herold Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-60
Closed -$1.69K – 317
2022
Q1 		$1.69K Buy
+60
New +$1.52K ﹤0.01% 713

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Herold Advisors's EMO Position: Q2 2022 in Review

Herold Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2022, closing a stake of 60 shares — an estimated $1.69K sold.

Herold Advisors first reported a position in EMO in Q1 2022 and held it in 1 quarter. The position peaked at $1.69K in Q1 2022. 62 funds tracked by Wall St. Rank hold EMO as of Q2 2022.

  • Herold Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 60 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2022, an estimated $1.69K.
  • Herold Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.69K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.