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

Avior 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 Q4	–	Sell	-7,447	Closed	-$79K	–	1101
2020 Q3	$79K	Buy	7,447 +2,878	+63%	+$38.5K	0.01%	469
2020 Q2	$65K	Buy	4,569 +1,869	+69%	+$24.9K	0.01%	474
2020 Q1	$23K	Hold	2,700	–	–	﹤0.01%	506
2019 Q4	$69K	Hold	2,700	–	–	0.01%	452
2019 Q3	$76K	Buy	2,700 +1,508	+127%	+$42K	0.01%	433
2019 Q2	$32K	Buy	+1,192	New	+$32.4K	0.01%	490
2017 Q4	–	Sell	-87	Closed	-$4K	–	806
2017 Q3	$4K	Hold	87	–	–	﹤0.01%	410
2017 Q2	$4K	Buy	+87	New	+$4.07K	﹤0.01%	386
2016 Q3	–	Sell	-500	Closed	-$25K	–	497
2016 Q2	$25K	Hold	500	–	–	0.01%	264
2016 Q1	$20K	Hold	500	–	–	0.01%	287
2015 Q4	$20K	Hold	500	–	–	0.01%	253
2015 Q3	$22K	Hold	500	–	–	0.01%	225
2015 Q2	$30K	Hold	500	–	–	0.02%	176
2015 Q1	$30K	Hold	500	–	–	0.02%	174
2014 Q4	$29K	Buy	+500	New	+$29.7K	0.02%	167

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Avior Wealth Management's NS Position: Q4 2020 in Review

Avior Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2020, closing a stake of 7,447 shares — an estimated $79K sold.

Avior Wealth Management first reported a position in NS in Q4 2014 and held it in 15 quarters. The position peaked at $79K in Q3 2020. 157 funds tracked by Wall St. Rank hold NS as of Q4 2020.

Avior Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 7,447 NuStar Energy L.P. shares in Q4 2020, an estimated $79K.
Avior Wealth Management first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 15 quarters.
Avior Wealth Management's NuStar Energy L.P. position peaked at $79K in Q3 2020.
157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.