Envestnet Asset Management
NS

Envestnet Asset Management’s NuStar Energy L.P. NS Stock Holding History

Envestnet Asset 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
2024
Q2 		– Sell
-22,640
Closed -$527K – 4333
2024
Q1 		$527K Sell
22,640
-390
-2% -$8.62K ﹤0.01% 3395
2023
Q4 		$430K Buy
23,030
+7,732
+51% +$138K ﹤0.01% 3409
2023
Q3 		$267K Buy
+15,298
New +$261K ﹤0.01% 3594
2020
Q4 		– Sell
-40,827
Closed -$434K – 3356
2020
Q3 		$434K Buy
40,827
+729
+2% +$9.75K ﹤0.01% 2540
2020
Q2 		$573K Buy
+40,098
New +$534K ﹤0.01% 2334
2020
Q1 		– Sell
-22,160
Closed -$573K – 3170
2019
Q4 		$573K Sell
22,160
-9,956
-31% -$277K ﹤0.01% 2374
2019
Q3 		$910K Sell
32,116
-1,915
-6% -$53.4K ﹤0.01% 2008
2019
Q2 		$924K Buy
34,031
+7,996
+31% +$217K ﹤0.01% 1993
2019
Q1 		$700K Buy
26,035
+3,139
+14% +$81.2K ﹤0.01% 2124
2018
Q4 		$479K Buy
+22,896
New +$560K ﹤0.01% 2179
2016
Q4 		– Sell
-10,364
Closed -$514K – 3368
2016
Q3 		$514K Buy
10,364
+5,507
+113% +$265K ﹤0.01% 1554
2016
Q2 		$242K Buy
+4,857
New +$232K ﹤0.01% 1989
2015
Q1 		– Sell
-151
Closed -$9K – 2464
2014
Q4 		$9K Buy
+151
New +$8.97K ﹤0.01% 2004

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's NS Position: Q2 2024 in Review

Envestnet Asset Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 22,640 shares — an estimated $527K sold.

Envestnet Asset Management first reported a position in NS in Q4 2014 and held it in 13 quarters. The position peaked at $924K in Q2 2019. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Envestnet Asset Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 22,640 NuStar Energy L.P. shares in Q2 2024, an estimated $527K.
  • Envestnet Asset Management first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 13 quarters.
  • Envestnet Asset Management's NuStar Energy L.P. position peaked at $924K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.