EA
NS

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

Edge 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
Q1 		– Sell
-825
Closed -$22.1K – 970
2017
Q4 		$24K Buy
825
+400
+94% +$13K ﹤0.01% 649
2017
Q3 		$17K Hold
425
– – ﹤0.01% 677
2017
Q2 		$19K Sell
425
-2,400
-85% -$112K ﹤0.01% 669
2017
Q1 		$146K Hold
2,825
– – 0.02% 357
2016
Q4 		$140K Buy
+2,825
New +$135K 0.02% 342

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edge Advisors's NS Position: Q1 2018 in Review

Edge Advisors sold out of NuStar Energy L.P. (NS) in Q1 2018, closing a stake of 825 shares — an estimated $22.1K sold.

Edge Advisors first reported a position in NS in Q4 2016 and held it in 5 quarters. The position peaked at $146K in Q1 2017. 157 funds tracked by Wall St. Rank hold NS as of Q1 2018.

  • Edge Advisors reported no remaining NuStar Energy L.P. position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 825 NuStar Energy L.P. shares in Q1 2018, an estimated $22.1K.
  • Edge Advisors first reported a position in NuStar Energy L.P. in Q4 2016 and held it in 5 quarters.
  • Edge Advisors's NuStar Energy L.P. position peaked at $146K in Q1 2017.
  • 157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.