NFG
EMO

Next Financial Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-100
Closed -$6K – 558
2017
Q3 		$6K Hold
100
– – ﹤0.01% 1365
2017
Q2 		$6K Hold
100
– – ﹤0.01% 1486
2017
Q1 		$7K Buy
+100
New +$6.78K ﹤0.01% 1395

Other funds holding EMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's EMO Position: Q4 2017 in Review

Next Financial Group sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

Next Financial Group first reported a position in EMO in Q1 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2017. 43 funds tracked by Wall St. Rank hold EMO as of Q4 2017.

  • Next Financial Group reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 100 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2017, an estimated $6K.
  • Next Financial Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $7K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.