PFGIA
EMO

Patriot Financial Group Insurance Agency’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-60
Closed – – 1694
2020
Q1 		$0 Hold
60
– – ﹤0.01% 1604
2019
Q4 		$3K Hold
60
– – ﹤0.01% 1042
2019
Q3 		$3K Hold
60
– – ﹤0.01% 1020
2019
Q2 		$3K Hold
60
– – ﹤0.01% 1033
2019
Q1 		$3K Hold
60
– – ﹤0.01% 936
2018
Q4 		$2K Buy
+60
New +$2.94K ﹤0.01% 821

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EMO Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2020, closing a stake of 60 shares.

Patriot Financial Group Insurance Agency first reported a position in EMO in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 57 funds tracked by Wall St. Rank hold EMO as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 60 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2020.
  • Patriot Financial Group Insurance Agency first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2018 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's ClearBridge Energy Midstream Opportunity Fund position peaked at $3K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.