KFP
EMO

Kerr Financial Planning’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-222
Closed -$9.74K – 527
2025
Q3 		$9.74K Buy
+222
New +$10.5K 0.01% 359

Other funds holding EMO

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
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kerr Financial Planning's EMO Position: Q4 2025 in Review

Kerr Financial Planning sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 222 shares — an estimated $9.74K sold.

Kerr Financial Planning first reported a position in EMO in Q3 2025 and held it in 1 quarter. The position peaked at $9.74K in Q3 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

  • Kerr Financial Planning reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 222 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $9.74K.
  • Kerr Financial Planning first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's ClearBridge Energy Midstream Opportunity Fund position peaked at $9.74K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.