BDO Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

BDO Wealth Advisors’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 Q3	–	Sell	-1,270	Closed	-$59K	–	564
2017 Q2	$59K	Buy	+1,270	New	+$59.4K	0.03%	222

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDO Wealth Advisors's NS Position: Q3 2017 in Review

BDO Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q3 2017, closing a stake of 1,270 shares — an estimated $59K sold.

BDO Wealth Advisors first reported a position in NS in Q2 2017 and held it in 1 quarter. The position peaked at $59K in Q2 2017. 185 funds tracked by Wall St. Rank hold NS as of Q3 2017.

BDO Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q3 2017 after selling out during the quarter.
BDO Wealth Advisors sold 1,270 NuStar Energy L.P. shares in Q3 2017, an estimated $59K.
BDO Wealth Advisors first reported a position in NuStar Energy L.P. in Q2 2017 and held it in 1 quarter.
BDO Wealth Advisors's NuStar Energy L.P. position peaked at $59K in Q2 2017.
185 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.