WAM
EMO

Wolverine Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Wolverine Asset 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
2025
Q2 		– Sell
-13,206
Closed -$655K – 1660
2025
Q1 		$655K Sell
13,206
-16,275
-55% -$797K 0.01% 794
2024
Q4 		$1.37M Sell
29,481
-2,087
-7% -$95.4K 0.01% 609
2024
Q3 		$1.33M Buy
31,568
+25,489
+419% +$1.03M 0.01% 615
2024
Q2 		$251K Sell
6,079
-52,115
-90% -$2.16M ﹤0.01% 961
2024
Q1 		$2.36M Buy
+58,194
New +$2.14M 0.03% 454
2023
Q4 		– Sell
-11,408
Closed -$362K – 1847
2023
Q3 		$362K Sell
11,408
-1,530
-12% -$48.1K ﹤0.01% 953
2023
Q2 		$386K Buy
+12,938
New +$367K ﹤0.01% 893
2022
Q3 		– Sell
-34,211
Closed -$807K – 2411
2022
Q2 		$807K Sell
34,211
-67,287
-66% -$1.87M 0.01% 856
2022
Q1 		$2.86M Sell
101,498
-71,948
-41% -$1.83M 0.03% 423
2021
Q4 		$3.79M Buy
173,446
+70,448
+68% +$1.62M 0.04% 376
2021
Q3 		$2.25M Buy
102,998
+52,902
+106% +$1.13M 0.02% 457
2021
Q2 		$1.16M Buy
50,096
+5,927
+13% +$128K 0.01% 582
2021
Q1 		$825K Sell
44,169
-97,120
-69% -$1.64M 0.01% 721
2020
Q4 		$1.9M Buy
141,289
+125,814
+813% +$1.49M 0.01% 467
2020
Q3 		$135K Buy
+15,475
New +$171K ﹤0.01% 1073
2020
Q2 		– Sell
-25,465
Closed -$165K – 1592
2020
Q1 		$165K Buy
25,465
+10,920
+75% +$342K ﹤0.01% 946
2019
Q4 		$611K Sell
14,545
-87,870
-86% -$3.59M 0.01% 734
2019
Q3 		$4.46M Buy
102,415
+8,013
+8% +$358K 0.06% 238
2019
Q2 		$4.34M Buy
94,402
+42,991
+84% +$2.02M 0.06% 266
2019
Q1 		$2.47M Buy
51,411
+15,258
+42% +$717K 0.03% 365
2018
Q4 		$1.41M Buy
+36,153
New +$1.77M 0.02% 677
2015
Q3 		– Sell
-898
Closed -$84K – 1845
2015
Q2 		$84K Buy
+898
New +$94.4K ﹤0.01% 1173
2014
Q4 		– Sell
-307
Closed -$37K – 2280
2014
Q3 		$37K Buy
+307
New +$38K ﹤0.01% 1620

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Asset Management's EMO Position: Q2 2025 in Review

Wolverine Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2025, closing a stake of 13,206 shares — an estimated $655K sold.

Wolverine Asset Management first reported a position in EMO in Q3 2014 and held it in 23 quarters. The position peaked at $4.46M in Q3 2019. 105 funds tracked by Wall St. Rank hold EMO as of Q2 2025.

  • Wolverine Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 13,206 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2025, an estimated $655K.
  • Wolverine Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2014 and held it in 23 quarters.
  • Wolverine Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $4.46M in Q3 2019.
  • 105 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.