PMFA
EMO

Plante Moran Financial Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Plante Moran Financial Advisors’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 		$7.92K Hold
150
– – ﹤0.01% 533
2025
Q4 		$6.7K Hold
150
– – ﹤0.01% 616
2025
Q3 		$6.74K Hold
150
– – ﹤0.01% 588
2025
Q2 		$7.2K Hold
150
– – ﹤0.01% 606
2025
Q1 		$7.44K Hold
150
– – ﹤0.01% 612
2024
Q4 		$6.98K Hold
150
– – ﹤0.01% 640
2024
Q3 		$6.33K Hold
150
– – ﹤0.01% 656
2024
Q2 		$6.18K Sell
150
-400
-73% -$16.6K ﹤0.01% 632
2024
Q1 		$22.3K Hold
550
– – ﹤0.01% 488
2023
Q4 		$19.2K Hold
550
– – ﹤0.01% 459
2023
Q3 		$17.4K Sell
550
-100
-15% -$3.14K ﹤0.01% 452
2023
Q2 		$19.4K Hold
650
– – ﹤0.01% 451
2023
Q1 		$18.4K Hold
650
– – ﹤0.01% 463
2022
Q4 		$18.6K Hold
650
– – ﹤0.01% 478
2022
Q3 		$16K Hold
650
– – ﹤0.01% 500
2022
Q2 		$15K Hold
650
– – ﹤0.01% 521
2022
Q1 		$18K Buy
+650
New +$16.5K ﹤0.01% 509

Other funds holding EMO

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ZCP
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SIA
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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