Advisory Research’s NuStar Energy L.P. NS Stock Holding History

Advisory Research’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 Q3	–	Sell	-238,495	Closed	-$6.47M	–	376
2019 Q2	$6.47M	Hold	238,495	–	–	0.13%	119
2019 Q1	$6.41M	Buy	238,495 +6,670	+3%	+$173K	0.12%	113
2018 Q4	$4.85M	Sell	231,825 -630	-0.3%	-$15.4K	0.1%	128
2018 Q3	$6.46M	Buy	+232,455	New	+$6.16M	0.11%	127
2018 Q1	–	Sell	-48,440	Closed	-$1.45M	–	429
2017 Q4	$1.45M	Sell	48,440 -47,335	-49%	-$1.53M	0.02%	247
2017 Q3	$3.89M	Buy	95,775 +280	+0.3%	+$11.8K	0.06%	163
2017 Q2	$4.45M	Buy	95,495 +90,420	+1,782%	+$4.23M	0.07%	160
2017 Q1	$264K	Buy	5,075 +110	+2%	+$5.79K	﹤0.01%	387
2016 Q4	$247K	Sell	4,965 -1,800	-27%	-$85.8K	﹤0.01%	349
2016 Q3	$335K	Buy	6,765 +50	+0.7%	+$2.41K	0.01%	232
2016 Q2	$334K	Buy	6,715 +210	+3%	+$10K	0.01%	228
2016 Q1	$263K	Hold	6,505	–	–	0.01%	240
2015 Q4	$261K	Sell	6,505 -455,765	-99%	-$19.7M	﹤0.01%	259
2015 Q3	$20.7M	Buy	462,270 +50,135	+12%	+$2.65M	0.29%	91
2015 Q2	$24.5M	Sell	412,135 -5,000	-1%	-$316K	0.28%	92
2015 Q1	$25.3M	Sell	417,135 -18,430	-4%	-$1.12M	0.28%	87
2014 Q4	$25.2M	Buy	435,565 +71,430	+20%	+$4.25M	0.26%	97
2014 Q3	$24M	Buy	364,135 +138,835	+62%	+$9M	0.23%	98
2014 Q2	$14M	Buy	+225,300	New	+$13.1M	0.13%	145
2013 Q3	–	Sell	-2,130	Closed	-$97K	–	317
2013 Q2	$97K	Buy	+2,130	New	+$105K	﹤0.01%	297

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research's NS Position: Q3 2019 in Review

Advisory Research sold out of NuStar Energy L.P. (NS) in Q3 2019, closing a stake of 238,495 shares — an estimated $6.47M sold.

Advisory Research first reported a position in NS in Q2 2013 and held it in 20 quarters. The position peaked at $25.3M in Q1 2015. 163 funds tracked by Wall St. Rank hold NS as of Q3 2019.

Advisory Research reported no remaining NuStar Energy L.P. position as of Q3 2019 after selling out during the quarter.
Advisory Research sold 238,495 NuStar Energy L.P. shares in Q3 2019, an estimated $6.47M.
Advisory Research first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 20 quarters.
Advisory Research's NuStar Energy L.P. position peaked at $25.3M in Q1 2015.
163 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.