Boston Private Bank & Trust’s NuStar Energy L.P. NS Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$64K	Hold	1,050	–	–	﹤0.01%	528
2014 Q4	$61K	Hold	1,050	–	–	﹤0.01%	531
2014 Q3	$69K	Hold	1,050	–	–	﹤0.01%	528
2014 Q2	$65K	Hold	1,050	–	–	﹤0.01%	525
2014 Q1	$58K	Hold	1,050	–	–	﹤0.01%	566
2013 Q4	$54K	Hold	1,050	–	–	﹤0.01%	576
2013 Q3	$42K	Hold	1,050	–	–	﹤0.01%	584
2013 Q2	$48K	Buy	+1,050	New	+$51.7K	﹤0.01%	549

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

HFA

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

TCA

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Private Bank & Trust's NS Position: Q1 2015 in Review

Boston Private Bank & Trust held its NuStar Energy L.P. (NS) position steady in Q1 2015 at 1,050 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Boston Private Bank & Trust first reported a position in NS in Q2 2013 and has held it in 8 quarters since. The position peaked at $69K in Q3 2014. 209 funds tracked by Wall St. Rank hold NS as of Q1 2015.

Boston Private Bank & Trust held 1,050 shares of NuStar Energy L.P. worth $64K as of Q1 2015.
Boston Private Bank & Trust left its NuStar Energy L.P. share count unchanged in Q1 2015.
NuStar Energy L.P. made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #528 holding.
Boston Private Bank & Trust first reported a position in NuStar Energy L.P. in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's NuStar Energy L.P. position peaked at $69K in Q3 2014.
209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.