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Insider Information:   Sunderland Todd
Relationship:   Portfolio Manager
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   287    

Indirect Shares

  956      
Direct Value   $5,304    

Indirect Value

  $7,505      
Total Shares   1,243      
Total Value   $12,809      


Cushing Renaissance Fund
 $1,468 Cushing Mlp Total Return Fund
 $3,836 Cushing Renaissance Fund
 $1,468 Cushing Mlp Total Return Fund
 $3,836
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

      
       
     Stock price went down :
      
       
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Cushing Renaissance Fund SZC COO 2024-07-23 187 2024-07-23 956    Premium*  
            Cushing Mlp Total Return Fund SRV Portfolio Manager 2023-12-27 100 2023-12-05 0    Premium*  
* Premium Members only  

Records found :    5         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SZC Cushing Renaissance Fund Adviser COO   –       –      –    2023-11-07 4 B $32.00 $3,200 D/D 100 100 2.36 -
SZC Cushing Renaissance Fund COO   –       –      –    2024-07-15 4 B $39.96 $38,200 I/I 956 956 0.01 -
SZC Cushing Renaissance Fund COO   –       –      –    2024-07-23 4 B $37.25 $3,241 D/D 87 187 2.36 -
SRV Cushing Mlp Total Return ... Portfolio Manager   –       –      –    2023-12-05 4 B $0.37 $111 D/D 300 300 2.36 -
SRV Cushing Mlp Total Return ... Portfolio Manager   –       –      –    2023-12-27 4 OE $33.20 $3,320 D/D 100 100 0 -

  5  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed