YorkBridge Wealth Partners’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

YorkBridge Wealth Partners’s Portfolio CTR Stock Details CTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,444	Closed	-$68K	–	690
2019 Q2	$68K	Sell	1,444 -37	-2%	-$1.76K	0.03%	342
2019 Q1	$72K	Hold	1,481	–	–	0.03%	327
2018 Q4	$58K	Hold	1,481	–	–	0.03%	318
2018 Q3	$86K	Hold	1,481	–	–	0.04%	305
2018 Q2	$83K	Hold	1,481	–	–	0.04%	313
2018 Q1	$75K	Hold	1,481	–	–	0.03%	325
2017 Q4	$91K	Hold	1,481	–	–	0.04%	306
2017 Q3	$94K	Buy	1,481 +155	+12%	+$9.66K	0.05%	296
2017 Q2	$85K	Sell	1,326 -155	-10%	-$10.2K	0.05%	305
2017 Q1	$101K	Sell	1,481 -110	-7%	-$7.37K	0.05%	262
2016 Q4	$100K	Buy	+1,591	New	+$99.5K	0.06%	242

Other funds holding CTR

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return