CWM
NS

Cornerstone Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-104,754
Closed -$2.6M – 1210
2018
Q3 		$2.6M Buy
+104,754
New +$2.78M 0.03% 431

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cornerstone Wealth Management's NS Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 104,754 shares — an estimated $2.6M sold.

Cornerstone Wealth Management first reported a position in NS in Q3 2018 and held it in 1 quarter. The position peaked at $2.6M in Q3 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 104,754 NuStar Energy L.P. shares in Q4 2018, an estimated $2.6M.
  • Cornerstone Wealth Management first reported a position in NuStar Energy L.P. in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's NuStar Energy L.P. position peaked at $2.6M in Q3 2018.
  • 169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.