AWM
NS

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

Alterna Wealth Management’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
2020
Q1 		– Sell
-8,877
Closed -$229K – 115
2019
Q4 		$229K Buy
8,877
+1,001
+13% +$27.9K 0.25% 107
2019
Q3 		$223K Buy
+7,876
New +$219K 0.26% 89

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alterna Wealth Management's NS Position: Q1 2020 in Review

Alterna Wealth Management sold out of NuStar Energy L.P. (NS) in Q1 2020, closing a stake of 8,877 shares — an estimated $229K sold.

Alterna Wealth Management first reported a position in NS in Q3 2019 and held it in 2 quarters. The position peaked at $229K in Q4 2019. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

  • Alterna Wealth Management reported no remaining NuStar Energy L.P. position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 8,877 NuStar Energy L.P. shares in Q1 2020, an estimated $229K.
  • Alterna Wealth Management first reported a position in NuStar Energy L.P. in Q3 2019 and held it in 2 quarters.
  • Alterna Wealth Management's NuStar Energy L.P. position peaked at $229K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.