WWP
EMO

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

WR Wealth Planners’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
2024
Q2 		– Sell
-40
Closed -$1.62K – 1168
2024
Q1 		$1.62K Buy
+40
New +$1.47K ﹤0.01% 906
2023
Q4 		– Sell
-40
Closed -$1.27K – 385
2023
Q3 		$1.27K Hold
40
– – ﹤0.01% 824
2023
Q2 		$1.19K Hold
40
– – ﹤0.01% 819
2023
Q1 		$1.13K Buy
+40
New +$1.17K ﹤0.01% 828

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WR Wealth Planners's EMO Position: Q2 2024 in Review

WR Wealth Planners sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2024, closing a stake of 40 shares — an estimated $1.62K sold.

WR Wealth Planners first reported a position in EMO in Q1 2023 and held it in 4 quarters. The position peaked at $1.62K in Q1 2024. 56 funds tracked by Wall St. Rank hold EMO as of Q2 2024.

  • WR Wealth Planners reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 40 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2024, an estimated $1.62K.
  • WR Wealth Planners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.62K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.