American Portfolios Advisors’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

American Portfolios Advisors’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
2020 Q2	–	Sell	-81	Closed	-$1.15K	–	2895
2020 Q1	$1.15K	Hold	81	–	–	﹤0.01%	2538
2019 Q4	$3.33K	Hold	81	–	–	﹤0.01%	2416
2019 Q3	$3.25K	Hold	81	–	–	﹤0.01%	2344
2019 Q2	$3.32K	Buy	+81	New	+$3.3K	﹤0.01%	2312

Other funds holding SRV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Portfolios Advisors's SRV Position: Q2 2020 in Review

American Portfolios Advisors sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2020, closing a stake of 81 shares — an estimated $1.15K sold.

American Portfolios Advisors first reported a position in SRV in Q2 2019 and held it in 4 quarters. The position peaked at $3.33K in Q4 2019. 19 funds tracked by Wall St. Rank hold SRV as of Q2 2020.

American Portfolios Advisors reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2020 after selling out during the quarter.
American Portfolios Advisors sold 81 NXG Cushing Midstream Energy Fund shares in Q2 2020, an estimated $1.15K.
American Portfolios Advisors first reported a position in NXG Cushing Midstream Energy Fund in Q2 2019 and held it in 4 quarters.
American Portfolios Advisors's NXG Cushing Midstream Energy Fund position peaked at $3.33K in Q4 2019.
19 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2020.

Based on American Portfolios Advisors's 13F filing for Q2 2020, filed 24 Mar 2023.