Douglass Winthrop Advisors’s NuStar Energy L.P. NS Stock Holding History

Douglass Winthrop 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
2016 Q3	–	Sell	-4,600	Closed	-$229K	–	247
2016 Q2	$229K	Buy	+4,600	New	+$220K	0.02%	221
2015 Q4	–	Sell	-4,600	Closed	-$206K	–	246
2015 Q3	$206K	Hold	4,600	–	–	0.02%	226
2015 Q2	$279K	Hold	4,600	–	–	0.02%	214
2015 Q1	$279K	Hold	4,600	–	–	0.02%	214
2014 Q4	$266K	Hold	4,600	–	–	0.02%	180
2014 Q3	$303K	Hold	4,600	–	–	0.03%	164
2014 Q2	$285K	Hold	4,600	–	–	0.03%	160
2014 Q1	$253K	Hold	4,600	–	–	0.03%	170
2013 Q4	$235K	Buy	+4,600	New	+$213K	0.02%	169
2013 Q3	–	Sell	-4,600	Closed	-$210K	–	182
2013 Q2	$210K	Buy	+4,600	New	+$227K	0.03%	168

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Douglass Winthrop Advisors's NS Position: Q3 2016 in Review

Douglass Winthrop Advisors sold out of NuStar Energy L.P. (NS) in Q3 2016, closing a stake of 4,600 shares — an estimated $229K sold.

Douglass Winthrop Advisors first reported a position in NS in Q2 2013 and held it in 10 quarters. The position peaked at $303K in Q3 2014. 194 funds tracked by Wall St. Rank hold NS as of Q3 2016.

Douglass Winthrop Advisors reported no remaining NuStar Energy L.P. position as of Q3 2016 after selling out during the quarter.
Douglass Winthrop Advisors sold 4,600 NuStar Energy L.P. shares in Q3 2016, an estimated $229K.
Douglass Winthrop Advisors first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 10 quarters.
Douglass Winthrop Advisors's NuStar Energy L.P. position peaked at $303K in Q3 2014.
194 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2016.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.