BFEC
NS

Benjamin F. Edwards & Company’s NuStar Energy L.P. NS Stock Holding History

Benjamin F. Edwards & Company’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
2018
Q2 		– Sell
-130
Closed -$3K – 1665
2018
Q1 		$3K Sell
130
-125
-49% -$3.35K ﹤0.01% 1498
2017
Q4 		$8K Sell
255
-2,176
-90% -$70.6K ﹤0.01% 1273
2017
Q3 		$99K Hold
2,431
– – 0.01% 610
2017
Q2 		$113K Hold
2,431
– – 0.01% 545
2017
Q1 		$126K Hold
2,431
– – 0.02% 511
2016
Q4 		$121K Hold
2,431
– – 0.02% 470
2016
Q3 		$121K Buy
+2,431
New +$117K 0.02% 411

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Benjamin F. Edwards & Company's NS Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of NuStar Energy L.P. (NS) in Q2 2018, closing a stake of 130 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in NS in Q3 2016 and held it in 7 quarters. The position peaked at $126K in Q1 2017. 161 funds tracked by Wall St. Rank hold NS as of Q2 2018.

  • Benjamin F. Edwards & Company reported no remaining NuStar Energy L.P. position as of Q2 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 130 NuStar Energy L.P. shares in Q2 2018, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in NuStar Energy L.P. in Q3 2016 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's NuStar Energy L.P. position peaked at $126K in Q1 2017.
  • 161 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.