SIA
EMO

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

Schechter 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
2025
Q1 		– Sell
-8,901
Closed -$414K – 650
2024
Q4 		$414K Hold
8,901
– – 0.03% 421
2024
Q3 		$376K Buy
+8,901
New +$361K 0.03% 450

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Schechter Investment Advisors's EMO Position: Q1 2025 in Review

Schechter Investment Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2025, closing a stake of 8,901 shares — an estimated $414K sold.

Schechter Investment Advisors first reported a position in EMO in Q3 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2024. 109 funds tracked by Wall St. Rank hold EMO as of Q1 2025.

  • Schechter Investment Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,901 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2025, an estimated $414K.
  • Schechter Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 2 quarters.
  • Schechter Investment Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $414K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.