GGPS
NS

Gary Goldberg Planning Services’s NuStar Energy L.P. NS Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-7,962
Closed -$437K – 471
2014
Q1 		$437K Buy
7,962
+841
+12% +$43.1K 0.21% 66
2013
Q4 		$363K Sell
7,121
-1,128
-14% -$52.4K 0.21% 67
2013
Q3 		$331K Sell
8,249
-3,988
-33% -$169K 0.2% 69
2013
Q2 		$559K Buy
+12,237
New +$603K 0.36% 51

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's NS Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of NuStar Energy L.P. (NS) in Q2 2014, closing a stake of 7,962 shares — an estimated $437K sold.

Gary Goldberg Planning Services first reported a position in NS in Q2 2013 and held it in 4 quarters. The position peaked at $559K in Q2 2013. 203 funds tracked by Wall St. Rank hold NS as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining NuStar Energy L.P. position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 7,962 NuStar Energy L.P. shares in Q2 2014, an estimated $437K.
  • Gary Goldberg Planning Services first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's NuStar Energy L.P. position peaked at $559K in Q2 2013.
  • 203 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.