Bedel Financial Consulting’s NuStar Energy L.P. NS Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-100	Closed	-$1K	–	970
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	953
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	914
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	909
2021 Q2	$2K	Buy	+100	New	+$1.85K	﹤0.01%	902
2020 Q1	–	Sell	-460	Closed	-$12K	–	933
2019 Q4	$12K	Hold	460	–	–	0.01%	483
2019 Q3	$13K	Hold	460	–	–	0.01%	448
2019 Q2	$12K	Hold	460	–	–	0.01%	474
2019 Q1	$12K	Hold	460	–	–	0.01%	473
2018 Q4	$10K	Hold	460	–	–	0.01%	462
2018 Q3	$12K	Hold	460	–	–	0.01%	466
2018 Q2	$10K	Hold	460	–	–	0.01%	480
2018 Q1	$9K	Buy	+460	New	+$12.3K	0.01%	490

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCA

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

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

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

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

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

Bedel Financial Consulting's NS Position: Q2 2022 in Review

Bedel Financial Consulting sold out of NuStar Energy L.P. (NS) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in NS in Q1 2018 and held it in 12 quarters. The position peaked at $13K in Q3 2019. 138 funds tracked by Wall St. Rank hold NS as of Q2 2022.

Bedel Financial Consulting reported no remaining NuStar Energy L.P. position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 100 NuStar Energy L.P. shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 12 quarters.
Bedel Financial Consulting's NuStar Energy L.P. position peaked at $13K in Q3 2019.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.