GI
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Gradient Investments’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-60
Closed -$2.18K – 1908
2023
Q3 		$2.18K Buy
+60
New +$2.44K ﹤0.01% 1158

Other funds holding SRV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Gradient Investments's SRV Position: Q4 2023 in Review

Gradient Investments sold out of NXG Cushing Midstream Energy Fund (SRV) in Q4 2023, closing a stake of 60 shares — an estimated $2.18K sold.

Gradient Investments first reported a position in SRV in Q3 2023 and held it in 1 quarter. The position peaked at $2.18K in Q3 2023. 22 funds tracked by Wall St. Rank hold SRV as of Q4 2023.

  • Gradient Investments reported no remaining NXG Cushing Midstream Energy Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 60 NXG Cushing Midstream Energy Fund shares in Q4 2023, an estimated $2.18K.
  • Gradient Investments first reported a position in NXG Cushing Midstream Energy Fund in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's NXG Cushing Midstream Energy Fund position peaked at $2.18K in Q3 2023.
  • 22 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.