AWS
NS

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

Aris Wealth 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
2015
Q3 		$11K Hold
250
– – 0.02% 215
2015
Q2 		$15K Hold
250
– – 0.01% 337
2015
Q1 		$15K Buy
+250
New +$15.1K 0.01% 333

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Aris Wealth Services's NS Position: Q3 2015 in Review

Aris Wealth Services held its NuStar Energy L.P. (NS) position steady in Q3 2015 at 250 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #215.

Aris Wealth Services first reported a position in NS in Q1 2015 and has held it in 3 quarters since. The position peaked at $15K in Q2 2015. 209 funds tracked by Wall St. Rank hold NS as of Q3 2015.

  • Aris Wealth Services held 250 shares of NuStar Energy L.P. worth $11K as of Q3 2015.
  • Aris Wealth Services left its NuStar Energy L.P. share count unchanged in Q3 2015.
  • NuStar Energy L.P. made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #215 holding.
  • Aris Wealth Services first reported a position in NuStar Energy L.P. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's NuStar Energy L.P. position peaked at $15K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.