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

Tradition 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
2023 Q3	–	Sell	-315	Closed	-$9K	–	1371
2023 Q2	$9K	Buy	315 +6	+2%	+$170	﹤0.01%	1055
2023 Q1	$9K	Buy	309 +5	+2%	+$147	﹤0.01%	1015
2022 Q4	$9K	Buy	304 +5	+2%	+$144	﹤0.01%	927
2022 Q3	$7K	Buy	299 +5	+2%	+$136	﹤0.01%	999
2022 Q2	$7K	Buy	294 +5	+2%	+$139	﹤0.01%	895
2022 Q1	$8K	Buy	289 +4	+1%	+$102	﹤0.01%	940
2021 Q4	$6K	Buy	285 +5	+2%	+$115	﹤0.01%	1017
2021 Q3	$6K	Buy	280 +5	+2%	+$107	﹤0.01%	1004
2021 Q2	$6K	Buy	+275	New	+$5.94K	﹤0.01%	1043
2021 Q1	–	Sell	-265	Closed	-$4K	–	859
2020 Q4	$4K	Buy	+265	New	+$3.14K	﹤0.01%	868

Other funds holding EMO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Tradition Wealth Management's EMO Position: Q3 2023 in Review

Tradition Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2023, closing a stake of 315 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in EMO in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q2 2023. 62 funds tracked by Wall St. Rank hold EMO as of Q3 2023.

Tradition Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 315 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2023, an estimated $9K.
Tradition Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2020 and held it in 10 quarters.
Tradition Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $9K in Q2 2023.
62 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.