Avantax Planning Partners’s NuStar Energy L.P. NS Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-2,910	Closed	-$81K	–	1265
2018 Q3	$81K	Buy	+2,910	New	+$77.1K	0.01%	387
2018 Q2	–	Sell	-2,828	Closed	-$58K	–	1577
2018 Q1	$58K	Buy	+2,828	New	+$75.8K	0.01%	507

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 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 21.71% 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

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avantax Planning Partners's NS Position: Q4 2018 in Review

Avantax Planning Partners sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 2,910 shares — an estimated $81K sold.

Avantax Planning Partners first reported a position in NS in Q1 2018 and held it in 2 quarters. The position peaked at $81K in Q3 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

Avantax Planning Partners reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,910 NuStar Energy L.P. shares in Q4 2018, an estimated $81K.
Avantax Planning Partners first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's NuStar Energy L.P. position peaked at $81K in Q3 2018.
169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.