San Francisco Sentry Investment Group’s ClearBridge American Energy MLP CBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Hold
2018
Q1
Hold
2017
Q4
Hold
2017
Q3
Hold
2017
Q2
Hold
2017
Q1
Sell
2016
Q4
$104K Buy
2016
Q3
$96K Buy
2014
Q4
Sell
2014
Q3
$6K Hold
2014
Q2
$7K Hold
2014
Q1
$6K Buy