LWA
EMO

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

Lenox 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
-740
Closed -$31K – 816
2019
Q4 		$31K Buy
+740
New +$30.2K ﹤0.01% 250

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
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
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
AC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Lenox Wealth Advisors's EMO Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2020, closing a stake of 740 shares — an estimated $31K sold.

Lenox Wealth Advisors first reported a position in EMO in Q4 2019 and held it in 1 quarter. The position peaked at $31K in Q4 2019. 66 funds tracked by Wall St. Rank hold EMO as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 740 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2020, an estimated $31K.
  • Lenox Wealth Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $31K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.