Enterprise Financial Services Corp (EFSC)’s NuStar Energy L.P. NS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-511	Closed	-$15K	–	964
2017 Q4	$15K	Sell	511 -256	-33%	-$8.3K	0.01%	511
2017 Q3	$31K	Hold	767	–	–	0.02%	368
2017 Q2	$36K	Buy	767 +256	+50%	+$12K	0.02%	338
2017 Q1	$27K	Hold	511	–	–	0.01%	397
2016 Q4	$25K	Hold	511	–	–	0.01%	399
2016 Q3	$25K	Hold	511	–	–	0.01%	379
2016 Q2	$25K	Hold	511	–	–	0.01%	353
2016 Q1	$21K	Hold	511	–	–	0.01%	386
2015 Q4	$20K	Hold	511	–	–	0.01%	394
2015 Q3	$23K	Hold	511	–	–	0.01%	374
2015 Q2	$30K	Hold	511	–	–	0.02%	328
2015 Q1	$31K	Sell	511 -755	-60%	-$45.7K	0.02%	334
2014 Q4	$73K	Hold	1,266	–	–	0.04%	211
2014 Q3	$83K	Hold	1,266	–	–	0.05%	191
2014 Q2	$79K	Hold	1,266	–	–	0.05%	202
2014 Q1	$70K	Hold	1,266	–	–	0.04%	206
2013 Q4	$65K	Hold	1,266	–	–	0.04%	213
2013 Q3	$51K	Hold	1,266	–	–	0.03%	227
2013 Q2	$58K	Buy	+1,266	New	+$62.4K	0.04%	189

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s NS Position: Q1 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of NuStar Energy L.P. (NS) in Q1 2018, closing a stake of 511 shares — an estimated $15K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in NS in Q2 2013 and held it in 19 quarters. The position peaked at $83K in Q3 2014. 157 funds tracked by Wall St. Rank hold NS as of Q1 2018.

Enterprise Financial Services Corp (EFSC) reported no remaining NuStar Energy L.P. position as of Q1 2018 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 511 NuStar Energy L.P. shares in Q1 2018, an estimated $15K.
Enterprise Financial Services Corp (EFSC) first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 19 quarters.
Enterprise Financial Services Corp (EFSC)'s NuStar Energy L.P. position peaked at $83K in Q3 2014.
157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2018, filed 27 Apr 2018.