SWM
CTR

Spire Wealth Management’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

Spire Wealth Management’s Portfolio CTR Stock Details CTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2K – 2945
2021
Q4 		$2K Buy
+100
New +$2.52K ﹤0.01% 2825
2021
Q2 		– Sell
-100
Closed -$2K – 3031
2021
Q1 		$2K Buy
+100
New +$1.82K ﹤0.01% 2901

Other funds holding CTR

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Spire Wealth Management's CTR Position: Q1 2022 in Review

Spire Wealth Management sold out of ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in CTR in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 45 funds tracked by Wall St. Rank hold CTR as of Q1 2022.

  • Spire Wealth Management reported no remaining ClearBridge MLP and Midstream Total Return Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 ClearBridge MLP and Midstream Total Return Fund Inc. shares in Q1 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's ClearBridge MLP and Midstream Total Return Fund Inc. position peaked at $2K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Total Return Fund Inc. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.