BIG
NS

Bellwether Investment Group’s NuStar Energy L.P. NS Stock Holding History

Bellwether Investment 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
-1,605
Closed -$80K – 970
2016
Q4 		$80K Buy
+1,605
New +$76.5K 0.07% 225
2016
Q2 		$77K Buy
+1,550
New +$74.1K 0.08% 196

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

Bellwether Investment Group's NS Position: Q1 2017 in Review

Bellwether Investment Group sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 1,605 shares — an estimated $80K sold.

Bellwether Investment Group first reported a position in NS in Q2 2016 and held it in 2 quarters. The position peaked at $80K in Q4 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

  • Bellwether Investment Group reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,605 NuStar Energy L.P. shares in Q1 2017, an estimated $80K.
  • Bellwether Investment Group first reported a position in NuStar Energy L.P. in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's NuStar Energy L.P. position peaked at $80K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.