AG
NS

Advisor Group’s NuStar Energy L.P. NS Stock Holding History

Advisor Group’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$73K Sell
2,829
-837
-23% -$23.3K ﹤0.01% 3166
2019
Q3 		$104K Sell
3,666
-601
-14% -$16.7K ﹤0.01% 2861
2019
Q2 		$115K Sell
4,267
-901
-17% -$24.5K ﹤0.01% 2757
2019
Q1 		$139K Sell
5,168
-431
-8% -$11.2K ﹤0.01% 2581
2018
Q4 		$117K Buy
5,599
+369
+7% +$9.03K ﹤0.01% 2518
2018
Q3 		$145K Buy
5,230
+1,955
+60% +$51.8K ﹤0.01% 2454
2018
Q2 		$74K Hold
3,275
– – ﹤0.01% 2781
2018
Q1 		$66K Sell
3,275
-1,416
-30% -$37.9K ﹤0.01% 2871
2017
Q4 		$141K Sell
4,691
-3,793
-45% -$123K ﹤0.01% 2290
2017
Q3 		$344K Sell
8,484
-440
-5% -$18.6K 0.01% 1438
2017
Q2 		$416K Buy
8,924
+2,091
+31% +$97.8K 0.01% 1261
2017
Q1 		$355K Buy
6,833
+657
+11% +$34.6K 0.01% 1280
2016
Q4 		$308K Buy
6,176
+950
+18% +$45.3K 0.01% 1285
2016
Q3 		$259K Buy
5,226
+1,557
+42% +$75K 0.01% 1356
2016
Q2 		$181K Buy
+3,669
New +$175K ﹤0.01% 1534

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisor Group's NS Position: Q4 2019 in Review

Advisor Group reduced its NuStar Energy L.P. (NS) stake by 23% in Q4 2019, selling an estimated $23.3K and leaving 2,829 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3166.

Advisor Group first reported a position in NS in Q2 2016 and has held it in 15 quarters since. The position peaked at $416K in Q2 2017. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

  • Advisor Group held 2,829 shares of NuStar Energy L.P. worth $73K as of Q4 2019.
  • Advisor Group sold 837 NuStar Energy L.P. shares in Q4 2019, an estimated $23.3K.
  • NuStar Energy L.P. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3166 holding.
  • Advisor Group first reported a position in NuStar Energy L.P. in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's NuStar Energy L.P. position peaked at $416K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.