Bradley Foster & Sargent’s NuStar Energy L.P. NS Stock Holding History

Bradley Foster & Sargent’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
2014 Q4	–	Sell	-3,170	Closed	-$209K	–	366
2014 Q3	$209K	Buy	+3,170	New	+$206K	0.01%	338

Other funds holding NS

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

TCA

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

HFA

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

Bradley Foster & Sargent's NS Position: Q4 2014 in Review

Bradley Foster & Sargent sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 3,170 shares — an estimated $209K sold.

Bradley Foster & Sargent first reported a position in NS in Q3 2014 and held it in 1 quarter. The position peaked at $209K in Q3 2014. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

Bradley Foster & Sargent reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
Bradley Foster & Sargent sold 3,170 NuStar Energy L.P. shares in Q4 2014, an estimated $209K.
Bradley Foster & Sargent first reported a position in NuStar Energy L.P. in Q3 2014 and held it in 1 quarter.
Bradley Foster & Sargent's NuStar Energy L.P. position peaked at $209K in Q3 2014.
204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Bradley Foster & Sargent's 13F filing for Q4 2014, filed 9 Feb 2015.