P
EMO

&Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

&Partners’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 		$332K Sell
6,292
-81
-1% -$4.03K ﹤0.01% 1928
2025
Q4 		$285K Buy
6,373
+1,783
+39% +$77.9K ﹤0.01% 1950
2025
Q3 		$206K Sell
4,590
-303
-6% -$14.3K ﹤0.01% 1952
2025
Q2 		$235K Buy
+4,893
New +$224K ﹤0.01% 1755

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 $570B 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 $530B 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

&Partners's EMO Position: Q1 2026 in Review

&Partners reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.3% in Q1 2026, selling an estimated $4.03K and leaving 6,292 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

&Partners first reported a position in EMO in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • &Partners held 6,292 shares of ClearBridge Energy Midstream Opportunity Fund worth $332K as of Q1 2026.
  • &Partners sold 81 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $4.03K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1928 holding.
  • &Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.