UBS Group
EMO

UBS Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

UBS Group’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
2026
Q1 		$4.69M Sell
88,758
-7,469
-8% -$371K ﹤0.01% 4143
2025
Q4 		$4.3M Buy
96,227
+3,309
+4% +$145K ﹤0.01% 4181
2025
Q3 		$4.17M Sell
92,918
-7,379
-7% -$348K ﹤0.01% 4229
2025
Q2 		$4.81M Buy
100,297
+4,042
+4% +$185K ﹤0.01% 3932
2025
Q1 		$4.78M Sell
96,255
-4,544
-5% -$223K ﹤0.01% 3820
2024
Q4 		$4.69M Sell
100,799
-13,046
-11% -$596K ﹤0.01% 3915
2024
Q3 		$4.8M Buy
113,845
+109,541
+2,545% +$4.44M ﹤0.01% 3110
2024
Q2 		$177K Sell
4,304
-1,356
-24% -$56.1K ﹤0.01% 5742
2024
Q1 		$230K Sell
5,660
-2,103
-27% -$77.2K ﹤0.01% 5758
2023
Q4 		$271K Buy
7,763
+2,434
+46% +$79.4K ﹤0.01% 5576
2023
Q3 		$169K Sell
5,329
-4,162
-44% -$131K ﹤0.01% 5473
2023
Q2 		$283K Buy
9,491
+3,708
+64% +$105K ﹤0.01% 5243
2023
Q1 		$163K Sell
5,783
-1,255
-18% -$36.8K ﹤0.01% 5546
2022
Q4 		$201K Sell
7,038
-1,743
-20% -$50.2K ﹤0.01% 5441
2022
Q3 		$220K Buy
8,781
+2,673
+44% +$72.7K ﹤0.01% 5006
2022
Q2 		$144K Sell
6,108
-1,083
-15% -$30.1K ﹤0.01% 5152
2022
Q1 		$203K Sell
7,191
-2,987
-29% -$75.9K ﹤0.01% 5340
2021
Q4 		$223K Sell
10,178
-2,118
-17% -$48.6K ﹤0.01% 5590
2021
Q3 		$269K Sell
12,296
-4,790
-28% -$102K ﹤0.01% 5108
2021
Q2 		$394K Buy
17,086
+888
+5% +$19.2K ﹤0.01% 4898
2021
Q1 		$303K Sell
16,198
-2,781
-15% -$47.1K ﹤0.01% 5201
2020
Q4 		$255K Sell
18,979
-242,798
-93% -$2.87M ﹤0.01% 5088
2020
Q3 		$2.29M Sell
261,777
-5,327
-2% -$58.7K ﹤0.01% 2923
2020
Q2 		$3.15M Sell
267,104
-38,784
-13% -$451K ﹤0.01% 2453
2020
Q1 		$1.99M Buy
305,888
+95,094
+45% +$2.98M ﹤0.01% 2767
2019
Q4 		$8.86M Sell
210,794
-142,794
-40% -$5.83M ﹤0.01% 2067
2019
Q3 		$15.4M Buy
353,588
+14,341
+4% +$641K 0.01% 1428
2019
Q2 		$15.6M Buy
339,247
+9,016
+3% +$424K 0.01% 1395
2019
Q1 		$15.9M Buy
330,231
+19,414
+6% +$912K 0.01% 1306
2018
Q4 		$12.1M Buy
310,817
+166,670
+116% +$8.17M 0.01% 1424
2018
Q3 		$8.23M Buy
144,147
+3,061
+2% +$176K ﹤0.01% 1938
2018
Q2 		$7.71M Buy
141,086
+11,914
+9% +$654K ﹤0.01% 1955
2018
Q1 		$6.34M Buy
129,172
+32,748
+34% +$1.91M ﹤0.01% 2098
2017
Q4 		$5.69M Buy
96,424
+19,419
+25% +$1.08M ﹤0.01% 2234
2017
Q3 		$4.69M Sell
77,005
-237
-0.3% -$14.4K ﹤0.01% 2269
2017
Q2 		$4.92M Sell
77,242
-4,314
-5% -$282K ﹤0.01% 2160
2017
Q1 		$5.49M Sell
81,556
-1,072
-1% -$72.7K ﹤0.01% 2015
2016
Q4 		$5.42M Buy
82,628
+20,642
+33% +$1.34M ﹤0.01% 2022
2016
Q3 		$4.12M Buy
61,986
+146
+0.2% +$9.52K ﹤0.01% 2191
2016
Q2 		$4.04M Sell
61,840
-10,049
-14% -$615K ﹤0.01% 2136
2016
Q1 		$4.05M Buy
71,889
+5,544
+8% +$276K ﹤0.01% 2056
2015
Q4 		$4.2M Buy
66,345
+9,487
+17% +$695K ﹤0.01% 2111
2015
Q3 		$4.1M Sell
56,858
-70,799
-55% -$6.07M ﹤0.01% 2082
2015
Q2 		$11.9M Sell
127,657
-18,758
-13% -$1.97M 0.01% 1333
2015
Q1 		$15.3M Sell
146,415
-15,511
-10% -$1.68M 0.01% 1142
2014
Q4 		$19.1M Buy
+161,926
New +$18.8M 0.01% 1016

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group's EMO Position: Q1 2026 in Review

UBS Group reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 7.8% in Q1 2026, selling an estimated $371K and leaving 88,758 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

UBS Group first reported a position in EMO in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.1M in Q4 2014. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • UBS Group held 88,758 shares of ClearBridge Energy Midstream Opportunity Fund worth $4.69M as of Q1 2026.
  • UBS Group sold 7,469 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $371K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4143 holding.
  • UBS Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $19.1M in Q4 2014.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.