MSCM
EMO

McElhenny Sheffield Capital Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-570
Closed -$16.3K – 233
2022
Q4 		$16.3K Buy
+570
New +$16.4K 0.01% 282

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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

McElhenny Sheffield Capital Management's EMO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2023, closing a stake of 570 shares — an estimated $16.3K sold.

McElhenny Sheffield Capital Management first reported a position in EMO in Q4 2022 and held it in 1 quarter. The position peaked at $16.3K in Q4 2022. 58 funds tracked by Wall St. Rank hold EMO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 570 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2023, an estimated $16.3K.
  • McElhenny Sheffield Capital Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $16.3K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.