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

Sanctuary Wealth Management’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 Q4	$605	Hold	13	–	–	﹤0.01%	259
2024 Q3	$549	Buy	+13	New	+$527	﹤0.01%	263

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Sanctuary Wealth Management's EMO Position: Q4 2024 in Review

Sanctuary Wealth Management held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q4 2024 at 13 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Sanctuary Wealth Management first reported a position in EMO in Q3 2024 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold EMO as of Q4 2024.

Sanctuary Wealth Management held 13 shares of ClearBridge Energy Midstream Opportunity Fund worth $605 as of Q4 2024.
Sanctuary Wealth Management left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q4 2024.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #259 holding.
Sanctuary Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 2 quarters since.
112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.