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Realta Investment Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-275
Closed -$10K – 609
2019
Q4 		$10K Hold
275
– – ﹤0.01% 1126
2019
Q3 		$12K Sell
275
-71
-21% -$3.18K ﹤0.01% 1061
2019
Q2 		$16K Buy
+346
New +$16.3K ﹤0.01% 1004

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Realta Investment Advisors's EMO Position: Q1 2020 in Review

Realta Investment Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2020, closing a stake of 275 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in EMO in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 66 funds tracked by Wall St. Rank hold EMO as of Q1 2020.

  • Realta Investment Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 275 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $16K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.