SOA
EMO

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

Sea Otter 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
Q1 		– Sell
-23,648
Closed -$826K – 126
2023
Q4 		$826K Buy
23,648
+20,000
+548% +$652K 0.55% 32
2023
Q3 		$116K Buy
3,648
+635
+21% +$20K 0.06% 106
2023
Q2 		$90K Buy
+3,013
New +$85.4K 0.05% 120

Other funds holding EMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Sea Otter Advisors's EMO Position: Q1 2024 in Review

Sea Otter Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2024, closing a stake of 23,648 shares — an estimated $826K sold.

Sea Otter Advisors first reported a position in EMO in Q2 2023 and held it in 3 quarters. The position peaked at $826K in Q4 2023. 68 funds tracked by Wall St. Rank hold EMO as of Q1 2024.

  • Sea Otter Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 23,648 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2024, an estimated $826K.
  • Sea Otter Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2023 and held it in 3 quarters.
  • Sea Otter Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $826K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.