SWM
EMO

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

SeaCrest 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
2022
Q3 		– Sell
-640
Closed -$15K – 869
2022
Q2 		$15K Buy
+640
New +$17.8K ﹤0.01% 1600
2019
Q2 		– Sell
-100
Closed -$5K – 891
2019
Q1 		$5K Sell
100
-34
-25% -$1.6K ﹤0.01% 1710
2018
Q4 		$5K Hold
134
– – ﹤0.01% 1687
2018
Q3 		$8K Hold
134
– – ﹤0.01% 1718
2018
Q2 		$7K Sell
134
-310
-70% -$17K ﹤0.01% 1712
2018
Q1 		$22K Buy
444
+8
+2% +$467 ﹤0.01% 1286
2017
Q4 		$26K Buy
+436
New +$24.3K ﹤0.01% 1227

Other funds holding EMO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

SeaCrest Wealth Management's EMO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2022, closing a stake of 640 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in EMO in Q4 2017 and held it in 7 quarters. The position peaked at $26K in Q4 2017. 54 funds tracked by Wall St. Rank hold EMO as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 640 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2022, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $26K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.