Advocacy Wealth Management Services’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Advocacy Wealth Management Services’s Portfolio SRV Stock Details SRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-22	Closed	-$1K	–	451
2016 Q1	$1K	Sell	22 -25	-53%	-$938	﹤0.01%	480
2015 Q4	$2K	Buy	+47	New	+$2.18K	﹤0.01%	484

Other funds holding SRV

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

Advocacy Wealth Management Services's SRV Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2016, closing a stake of 22 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in SRV in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 23 funds tracked by Wall St. Rank hold SRV as of Q2 2016.

Advocacy Wealth Management Services reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 22 NXG Cushing Midstream Energy Fund shares in Q2 2016, an estimated $1K.
Advocacy Wealth Management Services first reported a position in NXG Cushing Midstream Energy Fund in Q4 2015 and held it in 2 quarters.
Advocacy Wealth Management Services's NXG Cushing Midstream Energy Fund position peaked at $2K in Q4 2015.
23 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.