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

Destination 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
2019 Q3	–	Sell	-1,558	Closed	-$42K	–	525
2019 Q2	$42K	Hold	1,558	–	–	﹤0.01%	298
2019 Q1	$42K	Hold	1,558	–	–	﹤0.01%	289
2018 Q4	$33K	Hold	1,558	–	–	﹤0.01%	308
2018 Q3	$43K	Buy	1,558 +411	+36%	+$10.9K	﹤0.01%	311
2018 Q2	$26K	Buy	1,147 +1,105	+2,631%	+$24.9K	﹤0.01%	326
2018 Q1	$10K	Buy	+42	New	+$1.13K	﹤0.01%	398

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Destination Wealth Management's NS Position: Q3 2019 in Review

Destination Wealth Management sold out of NuStar Energy L.P. (NS) in Q3 2019, closing a stake of 1,558 shares — an estimated $42K sold.

Destination Wealth Management first reported a position in NS in Q1 2018 and held it in 6 quarters. The position peaked at $43K in Q3 2018. 163 funds tracked by Wall St. Rank hold NS as of Q3 2019.

Destination Wealth Management reported no remaining NuStar Energy L.P. position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,558 NuStar Energy L.P. shares in Q3 2019, an estimated $42K.
Destination Wealth Management first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's NuStar Energy L.P. position peaked at $43K in Q3 2018.
163 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.