BAM
SRF

Bruderman Asset Management’s THE CUSHING ROYALTY & INCOME FUND SRF Stock Holding History

Bruderman Asset Management’s Portfolio SRF Stock Details SRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$2K – 640
2019
Q1 		$2K Hold
200
– – ﹤0.01% 587
2018
Q4 		$1K Buy
+200
New +$1.58K ﹤0.01% 643

Other funds holding SRF

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bruderman Asset Management's SRF Position: Q2 2019 in Review

Bruderman Asset Management sold out of THE CUSHING ROYALTY & INCOME FUND (SRF) in Q2 2019, closing a stake of 200 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in SRF in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 15 funds tracked by Wall St. Rank hold SRF as of Q2 2019.

  • Bruderman Asset Management reported no remaining THE CUSHING ROYALTY & INCOME FUND position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 200 THE CUSHING ROYALTY & INCOME FUND shares in Q2 2019, an estimated $2K.
  • Bruderman Asset Management first reported a position in THE CUSHING ROYALTY & INCOME FUND in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's THE CUSHING ROYALTY & INCOME FUND position peaked at $2K in Q1 2019.
  • 15 funds tracked by Wall St. Rank held THE CUSHING ROYALTY & INCOME FUND as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.