WRM
EMO

Westport Resources Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Westport Resources 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
2015
Q1 		– Sell
-40
Closed -$5K – 1009
2014
Q4 		$5K Buy
+40
New +$4.64K ﹤0.01% 922

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Westport Resources Management's EMO Position: Q1 2015 in Review

Westport Resources Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2015, closing a stake of 40 shares — an estimated $5K sold.

Westport Resources Management first reported a position in EMO in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 36 funds tracked by Wall St. Rank hold EMO as of Q1 2015.

  • Westport Resources Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2015 after selling out during the quarter.
  • Westport Resources Management sold 40 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2015, an estimated $5K.
  • Westport Resources Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2014 and held it in 1 quarter.
  • Westport Resources Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $5K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2015.

Based on Westport Resources Management's 13F filing for Q1 2015, filed 5 May 2015.