FTCM
NS

First Trust Capital Management’s NuStar Energy L.P. NS Stock Holding History

First Trust Capital 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
-48,794
Closed -$1.14M – 138
2024
Q1 		$1.14M Buy
+48,794
New +$1.08M 0.1% 100

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

First Trust Capital Management's NS Position: Q2 2024 in Review

First Trust Capital Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 48,794 shares — an estimated $1.14M sold.

First Trust Capital Management first reported a position in NS in Q1 2024 and held it in 1 quarter. The position peaked at $1.14M in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • First Trust Capital Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • First Trust Capital Management sold 48,794 NuStar Energy L.P. shares in Q2 2024, an estimated $1.14M.
  • First Trust Capital Management first reported a position in NuStar Energy L.P. in Q1 2024 and held it in 1 quarter.
  • First Trust Capital Management's NuStar Energy L.P. position peaked at $1.14M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on First Trust Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.