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

United Capital Financial 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
2019 Q4	–	Sell	-2,614	Closed	-$114K	–	1391
2019 Q3	$114K	Buy	+2,614	New	+$117K	﹤0.01%	1236

Other funds holding EMO

MGAM

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's EMO Position: Q4 2019 in Review

United Capital Financial Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2019, closing a stake of 2,614 shares — an estimated $114K sold.

United Capital Financial Advisors first reported a position in EMO in Q3 2019 and held it in 1 quarter. The position peaked at $114K in Q3 2019. 73 funds tracked by Wall St. Rank hold EMO as of Q4 2019.

United Capital Financial Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 2,614 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2019, an estimated $114K.
United Capital Financial Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2019 and held it in 1 quarter.
United Capital Financial Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $114K in Q3 2019.
73 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.