Divergent Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

Divergent Wealth Advisors’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	-894	Closed	-$25K	–	129
2018 Q3	$25K	Hold	894	–	–	0.01%	90
2018 Q2	$20K	Hold	894	–	–	0.01%	96
2018 Q1	$18K	Buy	+894	New	+$24K	0.01%	100

Other funds holding NS

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Divergent Wealth Advisors's NS Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 894 shares — an estimated $25K sold.

Divergent Wealth Advisors first reported a position in NS in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

Divergent Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 894 NuStar Energy L.P. shares in Q4 2018, an estimated $25K.
Divergent Wealth Advisors first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's NuStar Energy L.P. position peaked at $25K in Q3 2018.
169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.