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

Sanctuary 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
2024
Q3 		– Sell
-40,374
Closed -$1.67M – 2521
2024
Q2 		$1.67M Buy
+40,374
New +$1.67M 0.01% 906

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sanctuary Advisors's EMO Position: Q3 2024 in Review

Sanctuary Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2024, closing a stake of 40,374 shares — an estimated $1.67M sold.

Sanctuary Advisors first reported a position in EMO in Q2 2024 and held it in 1 quarter. The position peaked at $1.67M in Q2 2024. 108 funds tracked by Wall St. Rank hold EMO as of Q3 2024.

  • Sanctuary Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 40,374 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2024, an estimated $1.67M.
  • Sanctuary Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.67M in Q2 2024.
  • 108 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.