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

Frontier 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
2017 Q4	–	Sell	-5,102	Closed	-$207K	–	410
2017 Q3	$207K	Sell	5,102 -3,500	-41%	-$148K	0.03%	356
2017 Q2	$401K	Hold	8,602	–	–	0.06%	256
2017 Q1	$447K	Hold	8,602	–	–	0.07%	239
2016 Q4	$428K	Hold	8,602	–	–	0.07%	236
2016 Q3	$426K	Sell	8,602 -1,091	-11%	-$52.5K	0.06%	225
2016 Q2	$483K	Hold	9,693	–	–	0.08%	208
2016 Q1	$392K	Hold	9,693	–	–	0.03%	222
2015 Q4	$389K	Hold	9,693	–	–	0.06%	224
2015 Q3	$434K	Hold	9,693	–	–	0.07%	220
2015 Q2	$575K	Buy	+9,693	New	+$613K	0.09%	187

Other funds holding NS

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

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

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

TCA

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Frontier Wealth Management's NS Position: Q4 2017 in Review

Frontier Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2017, closing a stake of 5,102 shares — an estimated $207K sold.

Frontier Wealth Management first reported a position in NS in Q2 2015 and held it in 10 quarters. The position peaked at $575K in Q2 2015. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

Frontier Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2017 after selling out during the quarter.
Frontier Wealth Management sold 5,102 NuStar Energy L.P. shares in Q4 2017, an estimated $207K.
Frontier Wealth Management first reported a position in NuStar Energy L.P. in Q2 2015 and held it in 10 quarters.
Frontier Wealth Management's NuStar Energy L.P. position peaked at $575K in Q2 2015.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.