LCM
SRV

Landscape Capital Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Landscape Capital 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
2024
Q1 		– Sell
-6,519
Closed -$221K – 968
2023
Q4 		$221K Buy
+6,519
New +$234K 0.02% 666
2020
Q2 		– Sell
-4,441
Closed -$63K – 570
2020
Q1 		$63K Buy
+4,441
New +$143K 0.01% 552
2015
Q4 		– Sell
-4,477
Closed -$211K – 1042
2015
Q3 		$211K Sell
4,477
-12,443
-74% -$793K 0.03% 534
2015
Q2 		$1.25M Buy
16,920
+8,228
+95% +$664K 0.21% 106
2015
Q1 		$706K Buy
+8,692
New +$808K 0.19% 130

Other funds holding SRV

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SIA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return