COWA LLC’s NuStar Energy L.P. NS Stock Holding History

COWA LLC’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
2022 Q4	–	Sell	-1,000	Closed	-$14K	–	347
2022 Q3	$14K	Buy	+1,000	New	+$15K	0.01%	270
2021 Q2	–	Sell	-1,000	Closed	-$18K	–	354
2021 Q1	$18K	Hold	1,000	–	–	0.01%	281
2020 Q4	$16K	Buy	+1,000	New	+$12.8K	0.01%	296

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

COWA LLC's NS Position: Q4 2022 in Review

COWA LLC sold out of NuStar Energy L.P. (NS) in Q4 2022, closing a stake of 1,000 shares — an estimated $14K sold.

COWA LLC first reported a position in NS in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 139 funds tracked by Wall St. Rank hold NS as of Q4 2022.

COWA LLC reported no remaining NuStar Energy L.P. position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 1,000 NuStar Energy L.P. shares in Q4 2022, an estimated $14K.
COWA LLC first reported a position in NuStar Energy L.P. in Q4 2020 and held it in 3 quarters.
COWA LLC's NuStar Energy L.P. position peaked at $18K in Q1 2021.
139 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.