Spire Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Spire 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 Q2	–	Sell	-100	Closed	-$3K	–	2699
2022 Q1	$3K	Sell	100 -18,375	-99%	-$467K	﹤0.01%	2323
2021 Q4	$403K	Buy	+18,475	New	+$424K	0.01%	777
2021 Q2	–	Sell	-24,259	Closed	-$453K	–	2684
2021 Q1	$453K	Buy	+24,259	New	+$411K	0.01%	702

Other funds holding EMO

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 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

Spire Wealth Management's EMO Position: Q2 2022 in Review

Spire Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in EMO in Q1 2021 and held it in 3 quarters. The position peaked at $453K in Q1 2021. 62 funds tracked by Wall St. Rank hold EMO as of Q2 2022.

Spire Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 100 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2022, an estimated $3K.
Spire Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $453K in Q1 2021.
62 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.