AWS
NSH

Aris Wealth Services’s NuStar GP Holdings LLC NSH Stock Holding History

Aris Wealth Services’s Portfolio NSH Stock Details NSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$2K Hold
70
– – ﹤0.01% 341
2015
Q2 		$3K Hold
70
– – ﹤0.01% 451
2015
Q1 		$2K Buy
+70
New +$2.48K ﹤0.01% 495

Other funds holding NSH

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Aris Wealth Services held its NuStar GP Holdings LLC (NSH) position steady in Q3 2015 at 70 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Aris Wealth Services first reported a position in NSH in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q2 2015. 97 funds tracked by Wall St. Rank hold NSH as of Q3 2015.

  • Aris Wealth Services held 70 shares of NuStar GP Holdings LLC worth $2K as of Q3 2015.
  • Aris Wealth Services left its NuStar GP Holdings LLC share count unchanged in Q3 2015.
  • NuStar GP Holdings LLC made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #341 holding.
  • Aris Wealth Services first reported a position in NuStar GP Holdings LLC in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's NuStar GP Holdings LLC position peaked at $3K in Q2 2015.
  • 97 funds tracked by Wall St. Rank held NuStar GP Holdings LLC as of Q3 2015.

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