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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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.