PTP
EMO

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

Platform Technology 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
2023
Q1 		– Sell
-7,479
Closed -$214K – 212
2022
Q4 		$214K Sell
7,479
-10,469
-58% -$302K 0.11% 168
2022
Q3 		$449K Sell
17,948
-560
-3% -$15.2K 0.26% 101
2022
Q2 		$437K Buy
18,508
+17
+0.1% +$473 0.24% 108
2022
Q1 		$521K Buy
18,491
+16
+0.1% +$407 0.25% 105
2021
Q4 		$403K Sell
18,475
-6,410
-26% -$147K 0.18% 130
2021
Q3 		$544K Buy
24,885
+597
+2% +$12.8K 0.25% 109
2021
Q2 		$560K Buy
+24,288
New +$524K 0.23% 117
2020
Q4 		$304K Sell
22,616
-466
-2% -$5.51K 0.15% 148
2020
Q3 		$202K Sell
23,082
-1,550
-6% -$17.1K 0.12% 168
2020
Q2 		$291K Sell
24,632
-7,110
-22% -$82.6K 0.2% 134
2020
Q1 		$206K Sell
31,742
-81,776
-72% -$2.56M 0.19% 141
2019
Q4 		$4.77M Buy
+113,518
New +$4.64M 3.6% 3

Other funds holding EMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Platform Technology Partners's EMO Position: Q1 2023 in Review

Platform Technology Partners sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2023, closing a stake of 7,479 shares — an estimated $214K sold.

Platform Technology Partners first reported a position in EMO in Q4 2019 and held it in 12 quarters. The position peaked at $4.77M in Q4 2019. 58 funds tracked by Wall St. Rank hold EMO as of Q1 2023.

  • Platform Technology Partners reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Platform Technology Partners sold 7,479 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2023, an estimated $214K.
  • Platform Technology Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and held it in 12 quarters.
  • Platform Technology Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $4.77M in Q4 2019.
  • 58 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2023.

Based on Platform Technology Partners's 13F filing for Q1 2023, filed 4 Apr 2023.