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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → EMO
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC EMO Position History
ClearBridge Energy Midstream Opportunity Fund Inc • Energy
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 49.2K | — | — |
| Q2 2026 | $2.4M | 48.7K | — | — |
| Q1 2026 | $2.5M | 47.8K | — | — |
| Q4 2025 | $2.2M | 49.0K | — | — |
Other funds holding EMO
$70M
$66.1M
$61.2M
$60.5M
$57.8M
$57.8M
$55M
Other BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC positions
SPY
$171.5MSTATE STREET SPDR S&P 500 ETF
SPY
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SPY
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SPY
$141.2MSTATE STREET SPDR S&P 500 ETF
GAM-PB
$53MGENERAL AMERN INVS CO INC COM
GAM-PB
$52.6MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.8MGENERAL AMERN INVS CO INC COM
GAM-PB
$47.6MGENERAL AMERN INVS CO INC COM