TCA
EMO

Transcend Capital Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Transcend Capital Advisors’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
2024
Q4 		– Sell
-12,490
Closed -$527K – 593
2024
Q3 		$527K Buy
+12,490
New +$506K 0.04% 380

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Transcend Capital Advisors's EMO Position: Q4 2024 in Review

Transcend Capital Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2024, closing a stake of 12,490 shares — an estimated $527K sold.

Transcend Capital Advisors first reported a position in EMO in Q3 2024 and held it in 1 quarter. The position peaked at $527K in Q3 2024. 112 funds tracked by Wall St. Rank hold EMO as of Q4 2024.

  • Transcend Capital Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 12,490 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2024, an estimated $527K.
  • Transcend Capital Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Transcend Capital Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $527K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.