Advocacy Wealth Management Services’s NuStar Energy L.P. NS Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-100	Closed	-$2K	–	178
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	156
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	166
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	168
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	196
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	201
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	248
2017 Q2	$5K	Sell	100 -50	-33%	-$2.34K	﹤0.01%	238
2017 Q1	$8K	Hold	150	–	–	﹤0.01%	234
2016 Q4	$7K	Hold	150	–	–	﹤0.01%	235
2016 Q3	$7K	Sell	150 -2,741	-95%	-$132K	﹤0.01%	300
2016 Q2	$144K	Sell	2,891 -2,000	-41%	-$95.6K	0.07%	81
2016 Q1	$198K	Sell	4,891 -3,107	-39%	-$108K	0.14%	89
2015 Q4	$318K	Buy	+7,998	New	+$345K	0.36%	65
2013 Q3	$68K	Sell	1,704 -200	-11%	-$8.49K	0.19%	94
2013 Q2	$87K	Buy	+1,904	New	+$93.8K	0.35%	66

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $67.7B AUM 51.91% 1-Year Est. Return

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

Advocacy Wealth Management Services's NS Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of NuStar Energy L.P. (NS) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in NS in Q2 2013 and held it in 15 quarters. The position peaked at $318K in Q4 2015. 164 funds tracked by Wall St. Rank hold NS as of Q1 2019.

Advocacy Wealth Management Services reported no remaining NuStar Energy L.P. position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 100 NuStar Energy L.P. shares in Q1 2019, an estimated $2K.
Advocacy Wealth Management Services first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 15 quarters.
Advocacy Wealth Management Services's NuStar Energy L.P. position peaked at $318K in Q4 2015.
164 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.