Moody National Bank Trust Division’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Moody National Bank Trust Division’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
2019 Q2	–	Sell	-737	Closed	-$35K	–	544
2019 Q1	$35K	Sell	737 -736	-50%	-$34.6K	﹤0.01%	457
2018 Q4	$58K	Buy	+1,473	New	+$72.2K	﹤0.01%	390

Other funds holding EMO

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

MGAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SIA

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

Moody National Bank Trust Division's EMO Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2019, closing a stake of 737 shares — an estimated $35K sold.

Moody National Bank Trust Division first reported a position in EMO in Q4 2018 and held it in 2 quarters. The position peaked at $58K in Q4 2018. 66 funds tracked by Wall St. Rank hold EMO as of Q2 2019.

Moody National Bank Trust Division reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2019 after selling out during the quarter.
Moody National Bank Trust Division sold 737 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2019, an estimated $35K.
Moody National Bank Trust Division first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2018 and held it in 2 quarters.
Moody National Bank Trust Division's ClearBridge Energy Midstream Opportunity Fund position peaked at $58K in Q4 2018.
66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.