Tradewinds LLC
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Tradewinds LLC’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Tradewinds LLC’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
2025
Q2 		– Sell
-46,965
Closed -$2.33M – 134
2025
Q1 		$2.33M Sell
46,965
-278
-0.6% -$13.6K 0.66% 40
2024
Q4 		$2.32M Sell
47,243
-1,260
-3% -$57.6K 0.65% 35
2024
Q3 		$2.05M Buy
+48,503
New +$1.96M 0.63% 40

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tradewinds LLC's EMO Position: Q2 2025 in Review

Tradewinds LLC sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 46,965 shares — an estimated $2.33M sold.

Tradewinds LLC first reported a position in EMO in Q3 2024 and held it in 3 quarters. The position peaked at $2.33M in Q1 2025. 107 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

  • Tradewinds LLC reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
  • Tradewinds LLC sold 46,965 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $2.33M.
  • Tradewinds LLC first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 3 quarters.
  • Tradewinds LLC's ClearBridge Energy Midstream Opportunity Fund position peaked at $2.33M in Q1 2025.
  • 107 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.