Signature Estate & Investment Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Signature Estate & 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
2020 Q2	–	Sell	-3,033	Closed	-$20K	–	145
2020 Q1	$20K	Sell	3,033 -178,024	-98%	-$5.58M	﹤0.01%	130
2019 Q4	$7.61M	Buy	181,057 +38,779	+27%	+$1.58M	0.47%	39
2019 Q3	$6.19M	Sell	142,278 -7,623	-5%	-$341K	0.41%	40
2019 Q2	$6.89M	Sell	149,901 -888	-0.6%	-$41.8K	0.46%	41
2019 Q1	$7.25M	Buy	150,789 +743	+0.5%	+$34.9K	0.49%	43
2018 Q4	$5.86M	Buy	+150,046	New	+$7.36M	0.52%	42

Other funds holding EMO

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Signature Estate & Investment Advisors's EMO Position: Q2 2020 in Review

Signature Estate & Investment Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2020, closing a stake of 3,033 shares — an estimated $20K sold.

Signature Estate & Investment Advisors first reported a position in EMO in Q4 2018 and held it in 6 quarters. The position peaked at $7.61M in Q4 2019. 57 funds tracked by Wall St. Rank hold EMO as of Q2 2020.

Signature Estate & Investment Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2020 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,033 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2020, an estimated $20K.
Signature Estate & Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2018 and held it in 6 quarters.
Signature Estate & Investment Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $7.61M in Q4 2019.
57 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.