Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors EMO — CLEARBRIDGE ENERGY MIDSTREAM

Ownership history in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors  ·  2 quarters on record

AI Ownership Summary

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported CLEARBRIDGE ENERGY MIDSTREAM (EMO) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows EMO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's position in CLEARBRIDGE ENERGY MIDSTREAM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EMO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMO stock page Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors fund profile Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors full holdings
How Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors held EMO — position size vs. price
% of Fund (quarterly)    EMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,320 +328 +8.2% 0.02% $216K 2026-07-09 $49.45
2026 Q1 INITIATED — — — 3,992 — — 0.03% $211K 2026-05-05 $49.42

🏢 Other funds also holding EMO

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.3% Noble Wealth Management PBC 0.03%

FAQ About Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors and EMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported owning EMO?

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported EMO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported EMO position in Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's portfolio?

The largest reported portfolio weight for EMO was 0.03% in 2026 Q1.

What is the latest reported EMO position on this page?

The most recent filing on this page is 2026 Q2, when Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors reported 4,320 shares, equal to 0.02% of portfolio, with an estimated market value of $216K.

What does the chart on this EMO ownership page compare?

The chart compares Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors's quarterly EMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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