Capital Investment Advisory Services’s NuStar Energy L.P. NS Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-461	Closed	-$13K	–	1300
2019 Q3	$13K	Buy	461 +4	+0.9%	+$111	﹤0.01%	928
2019 Q2	$13K	Buy	457 +3	+0.7%	+$81	﹤0.01%	906
2019 Q1	$12K	Sell	454 -182	-29%	-$4.71K	﹤0.01%	813
2018 Q4	$13K	Buy	+636	New	+$15.6K	0.01%	753

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

HFA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Capital Investment Advisory Services's NS Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of NuStar Energy L.P. (NS) in Q4 2019, closing a stake of 461 shares — an estimated $13K sold.

Capital Investment Advisory Services first reported a position in NS in Q4 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

Capital Investment Advisory Services reported no remaining NuStar Energy L.P. position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 461 NuStar Energy L.P. shares in Q4 2019, an estimated $13K.
Capital Investment Advisory Services first reported a position in NuStar Energy L.P. in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's NuStar Energy L.P. position peaked at $13K in Q3 2019.
175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.