GSWM
NS

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

Golden State 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
2020
Q2 		– Sell
-67
Closed -$1K – 969
2020
Q1 		$1K Buy
+67
New +$1.46K ﹤0.01% 957

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Golden State Wealth Management's NS Position: Q2 2020 in Review

Golden State Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2020, closing a stake of 67 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in NS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 154 funds tracked by Wall St. Rank hold NS as of Q2 2020.

  • Golden State Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 67 NuStar Energy L.P. shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in NuStar Energy L.P. in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's NuStar Energy L.P. position peaked at $1K in Q1 2020.
  • 154 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.