RIA
EMO

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 $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 $1.38B AUM 42.43% 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
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
RJFSA
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 $570B AUM 27.57% 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.