Certified Advisory Corp’s NuStar Energy L.P. NS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-79	Closed	-$2K	–	845
2019 Q1	$2K	Buy	79 +2	+3%	+$52	﹤0.01%	703
2018 Q4	$2K	Buy	77 +2	+3%	+$49	﹤0.01%	699
2018 Q3	$2K	Buy	75 +1	+1%	+$26	﹤0.01%	728
2018 Q2	$2K	Buy	74 +3	+4%	+$68	﹤0.01%	717
2018 Q1	$1K	Buy	71 +3	+4%	+$80	﹤0.01%	720
2017 Q4	$2K	Buy	+68	New	+$2.21K	﹤0.01%	651

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HFA

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Certified Advisory Corp's NS Position: Q2 2019 in Review

Certified Advisory Corp sold out of NuStar Energy L.P. (NS) in Q2 2019, closing a stake of 79 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in NS in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 160 funds tracked by Wall St. Rank hold NS as of Q2 2019.

Certified Advisory Corp reported no remaining NuStar Energy L.P. position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 79 NuStar Energy L.P. shares in Q2 2019, an estimated $2K.
Certified Advisory Corp first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's NuStar Energy L.P. position peaked at $2K in Q1 2019.
160 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.