BAM
SRV

Bruderman Asset Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-50
Closed -$2K – 498
2019
Q1 		$2K Hold
50
– – ﹤0.01% 580
2018
Q4 		$2K Buy
+50
New +$2.04K ﹤0.01% 579

Other funds holding SRV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

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

Bruderman Asset Management sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2019, closing a stake of 50 shares — an estimated $2K sold.

Bruderman Asset Management first reported a position in SRV in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 22 funds tracked by Wall St. Rank hold SRV as of Q2 2019.

  • Bruderman Asset Management reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 50 NXG Cushing Midstream Energy Fund shares in Q2 2019, an estimated $2K.
  • Bruderman Asset Management first reported a position in NXG Cushing Midstream Energy Fund in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's NXG Cushing Midstream Energy Fund position peaked at $2K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2019.

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