CSC
NS

Caldwell Sutter Capital’s NuStar Energy L.P. NS Stock Holding History

Caldwell Sutter Capital’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
2024
Q2 		– Sell
-654
Closed -$15.2K – 947
2024
Q1 		$15.2K Hold
654
– – 0.01% 500
2023
Q4 		$12.2K Buy
654
+50
+8% +$893 0.01% 521
2023
Q3 		$10.5K Sell
604
-132
-18% -$2.25K 0.01% 522
2023
Q2 		$12.6K Hold
736
– – 0.01% 497
2023
Q1 		$11.5K Buy
+736
New +$12K 0.01% 384

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caldwell Sutter Capital's NS Position: Q2 2024 in Review

Caldwell Sutter Capital sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 654 shares — an estimated $15.2K sold.

Caldwell Sutter Capital first reported a position in NS in Q1 2023 and held it in 5 quarters. The position peaked at $15.2K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Caldwell Sutter Capital reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 654 NuStar Energy L.P. shares in Q2 2024, an estimated $15.2K.
  • Caldwell Sutter Capital first reported a position in NuStar Energy L.P. in Q1 2023 and held it in 5 quarters.
  • Caldwell Sutter Capital's NuStar Energy L.P. position peaked at $15.2K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Caldwell Sutter Capital's 13F filing for Q2 2024, filed 23 Jul 2024.