JP Morgan Private Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

JP Morgan Private Wealth 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
2020 Q1	–	Sell	-16,188	Closed	-$681K	–	1449
2019 Q4	$681K	Hold	16,188	–	–	﹤0.01%	934
2019 Q3	$704K	Hold	16,188	–	–	﹤0.01%	886
2019 Q2	$745K	Sell	16,188 -270	-2%	-$12.7K	﹤0.01%	852
2019 Q1	$791K	Hold	16,458	–	–	﹤0.01%	866
2018 Q4	$643K	Buy	16,458 +5,375	+48%	+$264K	﹤0.01%	878
2018 Q3	$633K	Hold	11,083	–	–	﹤0.01%	993
2018 Q2	$606K	Buy	+11,083	New	+$608K	﹤0.01%	946

Other funds holding EMO

MGAM

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SIA

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

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

JP Morgan Private Wealth Advisors's EMO Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2020, closing a stake of 16,188 shares — an estimated $681K sold.

JP Morgan Private Wealth Advisors first reported a position in EMO in Q2 2018 and held it in 7 quarters. The position peaked at $791K in Q1 2019. 66 funds tracked by Wall St. Rank hold EMO as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 16,188 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2020, an estimated $681K.
JP Morgan Private Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2018 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $791K in Q1 2019.
66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.