FNBT
NS

FineMark National Bank & Trust’s NuStar Energy L.P. NS Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-1,974
Closed -$98K – 1050
2016
Q4 		$98K Buy
+1,974
New +$94.1K 0.01% 472
2013
Q3 		– Sell
-52
Closed -$2K – 1630
2013
Q2 		$2K Buy
+52
New +$2.56K ﹤0.01% 1280

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's NS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 1,974 shares — an estimated $98K sold.

FineMark National Bank & Trust first reported a position in NS in Q2 2013 and held it in 2 quarters. The position peaked at $98K in Q4 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,974 NuStar Energy L.P. shares in Q1 2017, an estimated $98K.
  • FineMark National Bank & Trust first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's NuStar Energy L.P. position peaked at $98K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.