Tyler-Stone Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-469	Closed	-$19.3K	–	485
2024 Q2	$19.3K	Hold	469	–	–	0.01%	530
2024 Q1	$19K	Hold	469	–	–	0.01%	532
2023 Q4	$16.4K	Hold	469	–	–	0.01%	545
2023 Q3	$15K	Hold	469	–	–	0.01%	528
2023 Q2	$14K	Buy	+469	New	+$13.3K	0.01%	539
2022 Q4	$13K	Hold	469	–	–	0.01%	506
2022 Q3	$12K	Hold	469	–	–	0.01%	510
2022 Q2	$11K	Hold	469	–	–	0.01%	533
2022 Q1	$13K	Buy	+469	New	+$11.9K	0.01%	525

Other funds holding EMO

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tyler-Stone Wealth Management's EMO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2024, closing a stake of 469 shares — an estimated $19.3K sold.

Tyler-Stone Wealth Management first reported a position in EMO in Q1 2022 and held it in 9 quarters. The position peaked at $19.3K in Q2 2024. 107 funds tracked by Wall St. Rank hold EMO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 469 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2024, an estimated $19.3K.
Tyler-Stone Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2022 and held it in 9 quarters.
Tyler-Stone Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $19.3K in Q2 2024.
107 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.