Signature Estate & Investment Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

Signature Estate & Investment Advisors’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,371,430	Closed	-$10.8M	–	198
2018 Q3	$10.8M	Buy	1,371,430 +313,174	+30%	+$2.5M	0.97%	31
2018 Q2	$7.99M	Buy	1,058,256 +290,357	+38%	+$2.18M	0.75%	36
2018 Q1	$5.23M	Buy	767,899 +99,737	+15%	+$823K	0.53%	37
2017 Q4	$5.53M	Buy	+668,162	New	+$5.35M	0.56%	38

Other funds holding CBA

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Signature Estate & Investment Advisors's CBA Position: Q4 2018 in Review

Signature Estate & Investment Advisors sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 1,371,430 shares — an estimated $10.8M sold.

Signature Estate & Investment Advisors first reported a position in CBA in Q4 2017 and held it in 4 quarters. The position peaked at $10.8M in Q3 2018. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

Signature Estate & Investment Advisors reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
Signature Estate & Investment Advisors sold 1,371,430 ClearBridge American Energy MLP shares in Q4 2018, an estimated $10.8M.
Signature Estate & Investment Advisors first reported a position in ClearBridge American Energy MLP in Q4 2017 and held it in 4 quarters.
Signature Estate & Investment Advisors's ClearBridge American Energy MLP position peaked at $10.8M in Q3 2018.
1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.