Baird Financial Group
NS

Baird Financial Group’s NuStar Energy L.P. NS Stock Holding History

Baird Financial Group’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
2017
Q1 		– Sell
-6,324
Closed -$315K – 1256
2016
Q4 		$315K Sell
6,324
-9,509
-60% -$453K ﹤0.01% 1045
2016
Q3 		$785K Buy
15,833
+1,726
+12% +$83.1K 0.01% 820
2016
Q2 		$689K Buy
14,107
+786
+6% +$37.6K 0.01% 844
2016
Q1 		$538K Buy
13,321
+3,731
+39% +$130K 0.01% 902
2015
Q4 		$385K Buy
+9,590
New +$414K ﹤0.01% 992

Other funds holding NS

O
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's NS Position: Q1 2017 in Review

Baird Financial Group sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 6,324 shares — an estimated $315K sold.

Baird Financial Group first reported a position in NS in Q4 2015 and held it in 5 quarters. The position peaked at $785K in Q3 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

  • Baird Financial Group reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 6,324 NuStar Energy L.P. shares in Q1 2017, an estimated $315K.
  • Baird Financial Group first reported a position in NuStar Energy L.P. in Q4 2015 and held it in 5 quarters.
  • Baird Financial Group's NuStar Energy L.P. position peaked at $785K in Q3 2016.
  • 193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.