Northwestern Mutual Wealth Management
SRV

Northwestern Mutual Wealth Management’s NXG Cushing Midstream Energy Fund SRV Stock Holding History

Northwestern Mutual Wealth 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
2023
Q2 		– Sell
-134
Closed -$4.39K – 3593
2023
Q1 		$4.39K Buy
+134
New +$4.63K ﹤0.01% 2788
2022
Q4 		– Sell
-29
Closed -$1K – 3466
2022
Q3 		$1K Buy
+29
New +$932 ﹤0.01% 3017

Other funds holding SRV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's SRV Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of NXG Cushing Midstream Energy Fund (SRV) in Q2 2023, closing a stake of 134 shares — an estimated $4.39K sold.

Northwestern Mutual Wealth Management first reported a position in SRV in Q3 2022 and held it in 2 quarters. The position peaked at $4.39K in Q1 2023. 19 funds tracked by Wall St. Rank hold SRV as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining NXG Cushing Midstream Energy Fund position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 134 NXG Cushing Midstream Energy Fund shares in Q2 2023, an estimated $4.39K.
  • Northwestern Mutual Wealth Management first reported a position in NXG Cushing Midstream Energy Fund in Q3 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's NXG Cushing Midstream Energy Fund position peaked at $4.39K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held NXG Cushing Midstream Energy Fund as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.