MOS
EMO

MGO One Seven’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

MGO One Seven’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
2026
Q1 		$208K Buy
+3,943
New +$196K ﹤0.01% 1320
2025
Q3 		– Sell
-4,522
Closed -$217K – 1349
2025
Q2 		$217K Sell
4,522
-1,187
-21% -$54.3K 0.01% 1107
2025
Q1 		$283K Buy
5,709
+21
+0.4% +$1.03K 0.01% 841
2024
Q4 		$265K Buy
5,688
+151
+3% +$6.9K 0.01% 894
2024
Q3 		$234K Buy
+5,537
New +$224K 0.01% 882
2020
Q1 		– Sell
-2,068
Closed -$86K – 416
2019
Q4 		$86K Hold
2,068
– – 0.02% 434
2019
Q3 		$90K Buy
+2,068
New +$92.5K 0.03% 427
2019
Q1 		– Sell
-2,642
Closed -$103K – 743
2018
Q4 		$103K Buy
+2,642
New +$130K 0.04% 446

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $501B 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