Consolidated Planning Corp’s NuStar Energy L.P. NS Stock Holding History

Consolidated Planning 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
2021 Q4	–	Sell	-325	Closed	-$5K	–	487
2021 Q3	$5K	Buy	+325	New	+$5.34K	﹤0.01%	370

Other funds holding NS

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

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

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Planning Corp's NS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of NuStar Energy L.P. (NS) in Q4 2021, closing a stake of 325 shares — an estimated $5K sold.

Consolidated Planning Corp first reported a position in NS in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 144 funds tracked by Wall St. Rank hold NS as of Q4 2021.

Consolidated Planning Corp reported no remaining NuStar Energy L.P. position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 325 NuStar Energy L.P. shares in Q4 2021, an estimated $5K.
Consolidated Planning Corp first reported a position in NuStar Energy L.P. in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's NuStar Energy L.P. position peaked at $5K in Q3 2021.
144 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.