TWP
CTR

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

TFO Wealth Partners’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
2021
Q2 		– Sell
-258
Closed -$5K – 198
2021
Q1 		$5K Buy
+258
New +$4.7K ﹤0.01% 149

Other funds holding CTR

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFO Wealth Partners's CTR Position: Q2 2021 in Review

TFO Wealth Partners sold out of ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) in Q2 2021, closing a stake of 258 shares — an estimated $5K sold.

TFO Wealth Partners first reported a position in CTR in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 42 funds tracked by Wall St. Rank hold CTR as of Q2 2021.

  • TFO Wealth Partners reported no remaining ClearBridge MLP and Midstream Total Return Fund Inc. position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 258 ClearBridge MLP and Midstream Total Return Fund Inc. shares in Q2 2021, an estimated $5K.
  • TFO Wealth Partners first reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's ClearBridge MLP and Midstream Total Return Fund Inc. position peaked at $5K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Total Return Fund Inc. as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.