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Wealth Quarterback’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Wealth Quarterback’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
2020
Q2 		– Sell
-283
Closed -$1.84K – 297
2020
Q1 		$1.84K Buy
283
+9
+3% +$282 ﹤0.01% 759
2019
Q4 		$11.5K Buy
+274
New +$11.2K 0.01% 494

Other funds holding EMO

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wealth Quarterback's EMO Position: Q2 2020 in Review

Wealth Quarterback sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2020, closing a stake of 283 shares — an estimated $1.84K sold.

Wealth Quarterback first reported a position in EMO in Q4 2019 and held it in 2 quarters. The position peaked at $11.5K in Q4 2019. 57 funds tracked by Wall St. Rank hold EMO as of Q2 2020.

  • Wealth Quarterback reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 283 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2020, an estimated $1.84K.
  • Wealth Quarterback first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's ClearBridge Energy Midstream Opportunity Fund position peaked at $11.5K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.