Gateway Advisory’s NuStar Energy L.P. NS Stock Holding History

Gateway Advisory’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
2023 Q4	–	Sell	-31,179	Closed	-$544K	–	146
2023 Q3	$544K	Buy	+31,179	New	+$531K	0.11%	55
2021 Q4	–	Sell	-19,505	Closed	-$307K	–	124
2021 Q3	$307K	Buy	19,505 +3,631	+23%	+$59.7K	0.06%	84
2021 Q2	$287K	Hold	15,874	–	–	0.06%	88
2021 Q1	$271K	Hold	15,874	–	–	0.07%	59
2020 Q4	$229K	Hold	15,874	–	–	0.05%	65
2020 Q3	$169K	Hold	15,874	–	–	0.04%	61
2020 Q2	$227K	Buy	+15,874	New	+$211K	0.07%	52

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

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

TCA

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

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

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

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

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

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

ICA

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

Gateway Advisory's NS Position: Q4 2023 in Review

Gateway Advisory sold out of NuStar Energy L.P. (NS) in Q4 2023, closing a stake of 31,179 shares — an estimated $544K sold.

Gateway Advisory first reported a position in NS in Q2 2020 and held it in 7 quarters. The position peaked at $544K in Q3 2023. 147 funds tracked by Wall St. Rank hold NS as of Q4 2023.

Gateway Advisory reported no remaining NuStar Energy L.P. position as of Q4 2023 after selling out during the quarter.
Gateway Advisory sold 31,179 NuStar Energy L.P. shares in Q4 2023, an estimated $544K.
Gateway Advisory first reported a position in NuStar Energy L.P. in Q2 2020 and held it in 7 quarters.
Gateway Advisory's NuStar Energy L.P. position peaked at $544K in Q3 2023.
147 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2023.

Based on Gateway Advisory's 13F filing for Q4 2023, filed 7 Feb 2024.