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

Capital Advisors Inc’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	–	Sell	-8,127	Closed	-$469K	–	133
2014 Q4	$469K	Hold	8,127	–	–	0.09%	88
2014 Q3	$536K	Hold	8,127	–	–	0.11%	77
2014 Q2	$504K	Hold	8,127	–	–	0.1%	81
2014 Q1	$447K	Hold	8,127	–	–	0.1%	85
2013 Q4	$414K	Buy	8,127 +1,253	+18%	+$58.2K	0.09%	86
2013 Q3	$276K	Buy	+6,874	New	+$292K	0.07%	95

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $2.02B AUM 30.38% 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 $235B AUM 32.99% 1-Year Est. Return

Capital Advisors Inc's NS Position: Q1 2015 in Review

Capital Advisors Inc sold out of NuStar Energy L.P. (NS) in Q1 2015, closing a stake of 8,127 shares — an estimated $469K sold.

Capital Advisors Inc first reported a position in NS in Q3 2013 and held it in 6 quarters. The position peaked at $536K in Q3 2014. 209 funds tracked by Wall St. Rank hold NS as of Q1 2015.

Capital Advisors Inc reported no remaining NuStar Energy L.P. position as of Q1 2015 after selling out during the quarter.
Capital Advisors Inc sold 8,127 NuStar Energy L.P. shares in Q1 2015, an estimated $469K.
Capital Advisors Inc first reported a position in NuStar Energy L.P. in Q3 2013 and held it in 6 quarters.
Capital Advisors Inc's NuStar Energy L.P. position peaked at $536K in Q3 2014.
209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2015.

Based on Capital Advisors Inc's 13F filing for Q1 2015, filed 11 May 2015.