Focused Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Focused Wealth 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
2021 Q4	–	Sell	-218	Closed	-$3K	–	1126
2021 Q3	$3K	Hold	218	–	–	﹤0.01%	788
2021 Q2	$4K	Hold	218	–	–	﹤0.01%	773
2021 Q1	$4K	Hold	218	–	–	﹤0.01%	762
2020 Q4	$3K	Hold	218	–	–	﹤0.01%	721
2020 Q3	$2K	Hold	218	–	–	﹤0.01%	712
2020 Q2	$3K	Hold	218	–	–	﹤0.01%	660
2020 Q1	$2K	Hold	218	–	–	﹤0.01%	636
2019 Q4	$6K	Hold	218	–	–	﹤0.01%	566
2019 Q3	$6K	Hold	218	–	–	﹤0.01%	553
2019 Q2	$6K	Hold	218	–	–	﹤0.01%	589
2019 Q1	$6K	Hold	218	–	–	﹤0.01%	540
2018 Q4	$5K	Hold	218	–	–	﹤0.01%	552
2018 Q3	$6K	Hold	218	–	–	﹤0.01%	513
2018 Q2	$5K	Sell	218 -1	-0.5%	-$23	﹤0.01%	519
2018 Q1	$4K	Hold	219	–	–	﹤0.01%	584
2017 Q4	$7K	Hold	219	–	–	﹤0.01%	516
2017 Q3	$9K	Hold	219	–	–	﹤0.01%	460
2017 Q2	$10K	Hold	219	–	–	﹤0.01%	478
2017 Q1	$11K	Hold	219	–	–	﹤0.01%	454
2016 Q4	$11K	Hold	219	–	–	﹤0.01%	467
2016 Q3	$11K	Hold	219	–	–	﹤0.01%	433
2016 Q2	$11K	Hold	219	–	–	0.01%	432
2016 Q1	$9K	Hold	219	–	–	﹤0.01%	418
2015 Q4	$9K	Hold	219	–	–	0.01%	429
2015 Q3	$10K	Hold	219	–	–	0.01%	403
2015 Q2	$13K	Hold	219	–	–	0.01%	371
2015 Q1	$13K	Hold	219	–	–	0.01%	391
2014 Q4	$13K	Hold	219	–	–	0.01%	381
2014 Q3	$14K	Hold	219	–	–	0.01%	384
2014 Q2	$14K	Hold	219	–	–	0.01%	374
2014 Q1	$12K	Hold	219	–	–	0.01%	367
2013 Q4	$11K	Buy	219 +5	+2%	+$232	0.01%	388
2013 Q3	$9K	Buy	+214	New	+$9.08K	0.01%	386

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Focused Wealth Management's NS Position: Q4 2021 in Review

Focused Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2021, closing a stake of 218 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in NS in Q3 2013 and held it in 33 quarters. The position peaked at $14K in Q3 2014. 144 funds tracked by Wall St. Rank hold NS as of Q4 2021.

Focused Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 218 NuStar Energy L.P. shares in Q4 2021, an estimated $3K.
Focused Wealth Management first reported a position in NuStar Energy L.P. in Q3 2013 and held it in 33 quarters.
Focused Wealth Management's NuStar Energy L.P. position peaked at $14K in Q3 2014.
144 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.