VFA
CBA

Valeo Financial Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

Valeo Financial Advisors’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$5K – 1899
2018
Q3 		$5K Buy
+700
New +$5.59K ﹤0.01% 1246

Other funds holding CBA

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Valeo Financial Advisors's CBA Position: Q4 2018 in Review

Valeo Financial Advisors sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 700 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CBA in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

  • Valeo Financial Advisors reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 700 ClearBridge American Energy MLP shares in Q4 2018, an estimated $5K.
  • Valeo Financial Advisors first reported a position in ClearBridge American Energy MLP in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's ClearBridge American Energy MLP position peaked at $5K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.