HGERS
EMO

Householder Group Estate & Retirement Specialist’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-181
Closed -$5.74K – 1188
2023
Q3 		$5.74K Buy
+181
New +$5.69K ﹤0.01% 907
2023
Q1 		$5K Buy
+174
New +$5.1K ﹤0.01% 952
2022
Q4 		– Sell
-168
Closed -$4K – 528
2022
Q3 		$4K Buy
+168
New +$4.57K ﹤0.01% 891

Other funds holding EMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EMO Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2023, closing a stake of 181 shares — an estimated $5.74K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMO in Q3 2022 and held it in 3 quarters. The position peaked at $5.74K in Q3 2023. 64 funds tracked by Wall St. Rank hold EMO as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 181 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2023, an estimated $5.74K.
  • Householder Group Estate & Retirement Specialist first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's ClearBridge Energy Midstream Opportunity Fund position peaked at $5.74K in Q3 2023.
  • 64 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.