FourThought Financial’s NuStar Energy L.P. NS Stock Holding History

FourThought Financial’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
2022 Q3	$5K	Hold	401	–	–	﹤0.01%	1186
2022 Q2	$6K	Hold	401	–	–	﹤0.01%	1144
2022 Q1	$6K	Hold	401	–	–	﹤0.01%	1172
2021 Q4	$6K	Hold	401	–	–	﹤0.01%	1190
2021 Q3	$6K	Hold	401	–	–	﹤0.01%	1212
2021 Q2	$7K	Hold	401	–	–	﹤0.01%	1178
2021 Q1	$6K	Hold	401	–	–	﹤0.01%	1160
2020 Q4	$5K	Buy	+401	New	+$5.14K	﹤0.01%	1170

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FourThought Financial's NS Position: Q3 2022 in Review

FourThought Financial held its NuStar Energy L.P. (NS) position steady in Q3 2022 at 401 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

FourThought Financial first reported a position in NS in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q2 2021. 135 funds tracked by Wall St. Rank hold NS as of Q3 2022.

FourThought Financial held 401 shares of NuStar Energy L.P. worth $5K as of Q3 2022.
FourThought Financial left its NuStar Energy L.P. share count unchanged in Q3 2022.
NuStar Energy L.P. made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1186 holding.
FourThought Financial first reported a position in NuStar Energy L.P. in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's NuStar Energy L.P. position peaked at $7K in Q2 2021.
135 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.