Berman Capital Advisors’s NuStar Energy L.P. NS Stock Holding History

Berman Capital 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
2021 Q3	$6K	Hold	412	–	–	﹤0.01%	1399
2021 Q2	$7K	Hold	412	–	–	﹤0.01%	1262
2021 Q1	$7K	Hold	412	–	–	﹤0.01%	1181
2020 Q4	$5K	Sell	412 -316	-43%	-$4.05K	﹤0.01%	1186
2020 Q3	$7K	Hold	728	–	–	﹤0.01%	949
2020 Q2	$10K	Sell	728 -875	-55%	-$11.6K	﹤0.01%	778
2020 Q1	$13K	Buy	1,603 +710	+80%	+$15.4K	﹤0.01%	614
2019 Q4	$23K	Sell	893 -170	-16%	-$4.73K	0.01%	495
2019 Q3	$29K	Hold	1,063	–	–	0.01%	412
2019 Q2	$28K	Buy	1,063 +170	+19%	+$4.62K	0.01%	425
2019 Q1	$24K	Sell	893 -195	-18%	-$5.04K	0.01%	414
2018 Q4	$22K	Buy	+1,088	New	+$26.6K	0.01%	377

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

ICA

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Berman Capital Advisors's NS Position: Q3 2021 in Review

Berman Capital Advisors held its NuStar Energy L.P. (NS) position steady in Q3 2021 at 412 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Berman Capital Advisors first reported a position in NS in Q4 2018 and has held it in 12 quarters since. The position peaked at $29K in Q3 2019. 140 funds tracked by Wall St. Rank hold NS as of Q3 2021.

Berman Capital Advisors held 412 shares of NuStar Energy L.P. worth $6K as of Q3 2021.
Berman Capital Advisors left its NuStar Energy L.P. share count unchanged in Q3 2021.
NuStar Energy L.P. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1399 holding.
Berman Capital Advisors first reported a position in NuStar Energy L.P. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's NuStar Energy L.P. position peaked at $29K in Q3 2019.
140 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.