FIM
SRV

Freedom Investment Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Freedom Investment 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
2014
Q4 		– Sell
-671
Closed -$116K – 617
2014
Q3 		$116K Buy
+671
New +$117K 0.02% 473

Other funds holding SRV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Freedom Investment Management's SRV Position: Q4 2014 in Review

Freedom Investment Management sold out of NXG Cushing Midstream Energy Fund (SRV) in Q4 2014, closing a stake of 671 shares — an estimated $116K sold.

Freedom Investment Management first reported a position in SRV in Q3 2014 and held it in 1 quarter. The position peaked at $116K in Q3 2014. 40 funds tracked by Wall St. Rank hold SRV as of Q4 2014.

  • Freedom Investment Management reported no remaining NXG Cushing Midstream Energy Fund position as of Q4 2014 after selling out during the quarter.
  • Freedom Investment Management sold 671 NXG Cushing Midstream Energy Fund shares in Q4 2014, an estimated $116K.
  • Freedom Investment Management first reported a position in NXG Cushing Midstream Energy Fund in Q3 2014 and held it in 1 quarter.
  • Freedom Investment Management's NXG Cushing Midstream Energy Fund position peaked at $116K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q4 2014.

Based on Freedom Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.