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

Endurance 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
2015 Q4	–	Sell	-1,000	Closed	-$51K	–	534
2015 Q3	$51K	Hold	1,000	–	–	0.01%	266
2015 Q2	$59K	Buy	+1,000	New	+$63.2K	0.01%	253

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

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

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

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Endurance Wealth Management's NS Position: Q4 2015 in Review

Endurance Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2015, closing a stake of 1,000 shares — an estimated $51K sold.

Endurance Wealth Management first reported a position in NS in Q2 2015 and held it in 2 quarters. The position peaked at $59K in Q2 2015. 198 funds tracked by Wall St. Rank hold NS as of Q4 2015.

Endurance Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2015 after selling out during the quarter.
Endurance Wealth Management sold 1,000 NuStar Energy L.P. shares in Q4 2015, an estimated $51K.
Endurance Wealth Management first reported a position in NuStar Energy L.P. in Q2 2015 and held it in 2 quarters.
Endurance Wealth Management's NuStar Energy L.P. position peaked at $59K in Q2 2015.
198 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2015.

Based on Endurance Wealth Management's 13F filing for Q4 2015, filed 27 Jan 2016.