SWP
EMO

Stratos Wealth Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-140
Closed -$8K – 1272
2018
Q3 		$8K Buy
+140
New +$8.07K ﹤0.01% 2263
2018
Q2 		– Sell
-223
Closed -$11K – 1411
2018
Q1 		$11K Hold
223
– – ﹤0.01% 2260
2017
Q4 		$13K Buy
+223
New +$12.4K ﹤0.01% 2047

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's EMO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2018, closing a stake of 140 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in EMO in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 71 funds tracked by Wall St. Rank hold EMO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 140 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $13K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.