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

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-974	Closed	-$45K	–	312
2019 Q2	$45K	Sell	974 -57	-6%	-$2.68K	0.02%	379
2019 Q1	$50K	Hold	1,031	–	–	0.02%	358
2018 Q4	$40K	Buy	1,031 +124	+14%	+$6.08K	0.02%	354
2018 Q3	$52K	Hold	907	–	–	0.02%	351
2018 Q2	$50K	Hold	907	–	–	0.02%	364
2018 Q1	$47K	Hold	907	–	–	0.02%	373
2017 Q4	$55K	Hold	907	–	–	0.03%	368
2017 Q3	$55K	Sell	907 -100	-10%	-$6.06K	0.03%	367
2017 Q2	$65K	Sell	1,007 -700	-41%	-$45.7K	0.03%	337
2017 Q1	$116K	Hold	1,707	–	–	0.06%	235
2016 Q4	$111K	Buy	+1,707	New	+$110K	0.07%	226

Other funds holding EMO

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

YorkBridge Wealth Partners's EMO Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2019, closing a stake of 974 shares — an estimated $45K sold.

YorkBridge Wealth Partners first reported a position in EMO in Q4 2016 and held it in 11 quarters. The position peaked at $116K in Q1 2017. 69 funds tracked by Wall St. Rank hold EMO as of Q3 2019.

YorkBridge Wealth Partners reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 974 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2019, an estimated $45K.
YorkBridge Wealth Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $116K in Q1 2017.
69 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.