JY
CBA

Jeff Yass’s ClearBridge American Energy MLP CBA Stock Holding History

Jeff Yass’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
Q1 		– Sell
-15,641
Closed -$130K – 10969
2017
Q4 		$130K Buy
+15,641
New +$125K ﹤0.01% 8582
2017
Q1 		– Sell
-10,315
Closed -$95K – 10989
2016
Q4 		$95K Buy
+10,315
New +$90.5K ﹤0.01% 9113

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jeff Yass's CBA Position: Q1 2018 in Review

Jeff Yass sold out of ClearBridge American Energy MLP (CBA) in Q1 2018, closing a stake of 15,641 shares — an estimated $130K sold.

Jeff Yass first reported a position in CBA in Q4 2016 and held it in 2 quarters. The position peaked at $130K in Q4 2017. 43 funds tracked by Wall St. Rank hold CBA as of Q1 2018.

  • Jeff Yass reported no remaining ClearBridge American Energy MLP position as of Q1 2018 after selling out during the quarter.
  • Jeff Yass sold 15,641 ClearBridge American Energy MLP shares in Q1 2018, an estimated $130K.
  • Jeff Yass first reported a position in ClearBridge American Energy MLP in Q4 2016 and held it in 2 quarters.
  • Jeff Yass's ClearBridge American Energy MLP position peaked at $130K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q1 2018.

Based on Susquehanna International Group's 13F filing for Q1 2018, filed 15 May 2018.