CIBC Private Wealth Group
NS

CIBC Private Wealth Group’s NuStar Energy L.P. NS Stock Holding History

CIBC Private Wealth Group’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
-59,947
Closed -$1.38M – 3336
2024
Q1 		$1.38M Sell
59,947
-820,195
-93% -$18.1M ﹤0.01% 599
2023
Q4 		$16.4M Sell
880,142
-1,423,664
-62% -$25.4M 0.03% 263
2023
Q3 		$40.2M Buy
2,303,806
+2,278,719
+9,083% +$38.8M 0.1% 170
2023
Q2 		$430K Hold
25,087
– – ﹤0.01% 718
2023
Q1 		$626K Hold
25,087
– – ﹤0.01% 675
2022
Q4 		$401K Sell
25,087
-131,064
-84% -$2.04M ﹤0.01% 647
2022
Q3 		$2.11M Sell
156,151
-65,791
-30% -$989K 0.01% 475
2022
Q2 		$3.11M Sell
221,942
-284,034
-56% -$4.28M 0.01% 430
2022
Q1 		$7.3M Sell
505,976
-74,232
-13% -$1.2M 0.02% 361
2021
Q4 		$9.21M Buy
580,208
+62,543
+12% +$971K 0.02% 338
2021
Q3 		$8.15M Sell
517,665
-63,922
-11% -$1.05M 0.02% 351
2021
Q2 		$10.5M Sell
581,587
-56,534
-9% -$1.05M 0.02% 334
2021
Q1 		$10.9M Sell
638,121
-131,371
-17% -$2.23M 0.03% 319
2020
Q4 		$11.1M Sell
769,492
-342,377
-31% -$4.38M 0.03% 316
2020
Q3 		$11.8M Sell
1,111,869
-132,494
-11% -$1.77M 0.04% 277
2020
Q2 		$17.8M Sell
1,244,363
-1,050,569
-46% -$14M 0.09% 156
2020
Q1 		$19.7M Buy
2,294,932
+385,425
+20% +$8.38M 0.08% 170
2019
Q4 		$49.4M Buy
+1,909,507
New +$53.1M 0.16% 126
2018
Q2 		– Sell
-17,041
Closed -$348K – 2124
2018
Q1 		$348K Sell
17,041
-925,159
-98% -$24.8M ﹤0.01% 840
2017
Q4 		$28.2M Sell
942,200
-494,851
-34% -$16M 0.12% 174
2017
Q3 		$58.3M Buy
1,437,051
+288,205
+25% +$12.2M 0.27% 109
2017
Q2 		$53.6M Buy
1,148,846
+495,573
+76% +$23.2M 0.34% 83
2017
Q1 		$34M Sell
653,273
-68,604
-10% -$3.61M 0.21% 109
2016
Q4 		$35.9M Buy
721,877
+11,925
+2% +$568K 0.24% 102
2016
Q3 		$35.2M Sell
709,952
-5,430
-0.8% -$261K 0.24% 99
2016
Q2 		$35.6M Sell
715,382
-265,115
-27% -$12.7M 0.26% 99
2016
Q1 		$39.6M Buy
980,497
+574,156
+141% +$20M 0.31% 83
2015
Q4 		$16.3M Buy
+406,341
New +$17.5M 0.13% 150

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

CIBC Private Wealth Group's NS Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 59,947 shares — an estimated $1.38M sold.

CIBC Private Wealth Group first reported a position in NS in Q4 2015 and held it in 28 quarters. The position peaked at $58.3M in Q3 2017. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 59,947 NuStar Energy L.P. shares in Q2 2024, an estimated $1.38M.
  • CIBC Private Wealth Group first reported a position in NuStar Energy L.P. in Q4 2015 and held it in 28 quarters.
  • CIBC Private Wealth Group's NuStar Energy L.P. position peaked at $58.3M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.