Creative Planning
NS

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

Creative Planning’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
-21,448
Closed -$499K – 3208
2024
Q1 		$499K Buy
+21,448
New +$474K ﹤0.01% 1851
2021
Q4 		– Sell
-14,069
Closed -$221K – 2238
2021
Q3 		$221K Hold
14,069
– – ﹤0.01% 1803
2021
Q2 		$254K Sell
14,069
-2,121
-13% -$39.3K ﹤0.01% 1653
2021
Q1 		$277K Buy
+16,190
New +$275K ﹤0.01% 1846
2020
Q2 		– Sell
-28,899
Closed -$248K – 2160
2020
Q1 		$248K Buy
28,899
+13,873
+92% +$302K ﹤0.01% 1268
2019
Q4 		$388K Sell
15,026
-1,542
-9% -$42.9K ﹤0.01% 1251
2019
Q3 		$469K Sell
16,568
-443
-3% -$12.3K ﹤0.01% 1105
2019
Q2 		$462K Buy
17,011
+442
+3% +$12K ﹤0.01% 1128
2019
Q1 		$446K Buy
16,569
+73
+0.4% +$1.89K ﹤0.01% 1102
2018
Q4 		$345K Sell
16,496
-2,578
-14% -$63.1K ﹤0.01% 1157
2018
Q3 		$530K Sell
19,074
-2,830
-13% -$75K ﹤0.01% 1045
2018
Q2 		$496K Sell
21,904
-1,420
-6% -$32.1K ﹤0.01% 1075
2018
Q1 		$476K Sell
23,324
-31,981
-58% -$857K ﹤0.01% 1115
2017
Q4 		$1.66M Buy
55,305
+2,394
+5% +$77.6K 0.01% 517
2017
Q3 		$2.15M Buy
52,911
+13,655
+35% +$578K 0.01% 436
2017
Q2 		$1.83M Sell
39,256
-6,308
-14% -$295K 0.01% 464
2017
Q1 		$2.37M Buy
45,564
+12,361
+37% +$650K 0.01% 373
2016
Q4 		$1.65M Sell
33,203
-801
-2% -$38.2K 0.01% 458
2016
Q3 		$1.69M Buy
34,004
+4,512
+15% +$217K 0.01% 429
2016
Q2 		$1.47M Buy
29,492
+3,843
+15% +$184K 0.01% 415
2016
Q1 		$1.04M Sell
25,649
-13,391
-34% -$466K 0.01% 492
2015
Q4 		$1.56M Buy
39,040
+7,479
+24% +$323K 0.01% 370
2015
Q3 		$1.42M Buy
31,561
+13,359
+73% +$706K 0.01% 380
2015
Q2 		$1.08M Buy
18,202
+3,541
+24% +$224K 0.01% 443
2015
Q1 		$890K Sell
14,661
-229
-2% -$13.9K 0.01% 511
2014
Q4 		$860K Buy
14,890
+3,365
+29% +$200K 0.01% 504
2014
Q3 		$760K Buy
11,525
+339
+3% +$22K 0.01% 504
2014
Q2 		$694K Sell
11,186
-679
-6% -$39.4K 0.01% 516
2014
Q1 		$652K Buy
11,865
+1,086
+10% +$55.6K 0.01% 517
2013
Q4 		$550K Sell
10,779
-2,007
-16% -$93.1K 0.01% 491
2013
Q3 		$513K Buy
12,786
+2,631
+26% +$112K 0.01% 442
2013
Q2 		$464K Buy
+10,155
New +$500K 0.01% 427

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 $4.82B AUM 20.19% 1-Year Est. Return

Creative Planning's NS Position: Q2 2024 in Review

Creative Planning sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 21,448 shares — an estimated $499K sold.

Creative Planning first reported a position in NS in Q2 2013 and held it in 32 quarters. The position peaked at $2.37M in Q1 2017. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Creative Planning reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 21,448 NuStar Energy L.P. shares in Q2 2024, an estimated $499K.
  • Creative Planning first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 32 quarters.
  • Creative Planning's NuStar Energy L.P. position peaked at $2.37M in Q1 2017.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.