Financial Architects (New Jersey)’s NuStar Energy L.P. NS Stock Holding History

Financial Architects (New Jersey)’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
2017 Q3	–	Sell	-500	Closed	-$23K	–	1630
2017 Q2	$23K	Hold	500	–	–	﹤0.01%	918
2017 Q1	$26K	Hold	500	–	–	﹤0.01%	865
2016 Q4	$25K	Hold	500	–	–	0.01%	788
2016 Q3	$25K	Buy	+500	New	+$24.1K	0.01%	790
2014 Q4	–	Sell	-100	Closed	-$7K	–	1053
2014 Q3	$7K	Buy	+100	New	+$6.48K	﹤0.01%	701

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Financial Architects (New Jersey)'s NS Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of NuStar Energy L.P. (NS) in Q3 2017, closing a stake of 500 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in NS in Q3 2014 and held it in 5 quarters. The position peaked at $26K in Q1 2017. 185 funds tracked by Wall St. Rank hold NS as of Q3 2017.

Financial Architects (New Jersey) reported no remaining NuStar Energy L.P. position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 NuStar Energy L.P. shares in Q3 2017, an estimated $23K.
Financial Architects (New Jersey) first reported a position in NuStar Energy L.P. in Q3 2014 and held it in 5 quarters.
Financial Architects (New Jersey)'s NuStar Energy L.P. position peaked at $26K in Q1 2017.
185 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.