EWM
NXG

EPG Wealth Management’s NXG NextGen Infrastructure Income Fund NXG Stock Holding History

EPG Wealth Management’s Portfolio NXG Stock Details NXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-973
Closed -$24K – 567
2020
Q1 		$24K Buy
+973
New +$42.4K 0.02% 378

Other funds holding NXG

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

EPG Wealth Management's NXG Position: Q2 2020 in Review

EPG Wealth Management sold out of NXG NextGen Infrastructure Income Fund (NXG) in Q2 2020, closing a stake of 973 shares — an estimated $24K sold.

EPG Wealth Management first reported a position in NXG in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 27 funds tracked by Wall St. Rank hold NXG as of Q2 2020.

  • EPG Wealth Management reported no remaining NXG NextGen Infrastructure Income Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 973 NXG NextGen Infrastructure Income Fund shares in Q2 2020, an estimated $24K.
  • EPG Wealth Management first reported a position in NXG NextGen Infrastructure Income Fund in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's NXG NextGen Infrastructure Income Fund position peaked at $24K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held NXG NextGen Infrastructure Income Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.