GIA
NS

GHP Investment Advisors’s NuStar Energy L.P. NS Stock Holding History

GHP Investment Advisors’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
2015
Q3 		– Sell
-4,081
Closed -$228K – 283
2015
Q2 		$228K Buy
4,081
+43
+1% +$2.72K 0.06% 254
2015
Q1 		$245K Buy
4,038
+44
+1% +$2.66K 0.06% 245
2014
Q4 		$231K Buy
3,994
+45
+1% +$2.67K 0.06% 244
2014
Q3 		$260K Buy
3,949
+41
+1% +$2.66K 0.08% 221
2014
Q2 		$242K Buy
3,908
+44
+1% +$2.56K 0.07% 233
2014
Q1 		$212K Buy
+3,864
New +$198K 0.07% 247

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

GHP Investment Advisors's NS Position: Q3 2015 in Review

GHP Investment Advisors sold out of NuStar Energy L.P. (NS) in Q3 2015, closing a stake of 4,081 shares — an estimated $228K sold.

GHP Investment Advisors first reported a position in NS in Q1 2014 and held it in 6 quarters. The position peaked at $260K in Q3 2014. 209 funds tracked by Wall St. Rank hold NS as of Q3 2015.

  • GHP Investment Advisors reported no remaining NuStar Energy L.P. position as of Q3 2015 after selling out during the quarter.
  • GHP Investment Advisors sold 4,081 NuStar Energy L.P. shares in Q3 2015, an estimated $228K.
  • GHP Investment Advisors first reported a position in NuStar Energy L.P. in Q1 2014 and held it in 6 quarters.
  • GHP Investment Advisors's NuStar Energy L.P. position peaked at $260K in Q3 2014.
  • 209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2015.

Based on GHP Investment Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.