SS
EMO

Simplicity Solutions’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-3,900
Closed -$187K – 708
2019
Q1 		$187K Buy
+3,900
New +$183K 0.01% 703

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Simplicity Solutions's EMO Position: Q2 2019 in Review

Simplicity Solutions sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2019, closing a stake of 3,900 shares — an estimated $187K sold.

Simplicity Solutions first reported a position in EMO in Q1 2019 and held it in 1 quarter. The position peaked at $187K in Q1 2019. 66 funds tracked by Wall St. Rank hold EMO as of Q2 2019.

  • Simplicity Solutions reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 3,900 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2019, an estimated $187K.
  • Simplicity Solutions first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's ClearBridge Energy Midstream Opportunity Fund position peaked at $187K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.