Gradient Investments’s NuStar Energy L.P. NS Stock Holding History

Gradient Investments’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 Q1	–	Sell	-424	Closed	-$21K	–	843
2016 Q4	$21K	Buy	+424	New	+$20.2K	﹤0.01%	355
2013 Q3	–	Sell	-10	Closed	–	–	601
2013 Q2	$0	Buy	+10	New	+$493	﹤0.01%	499

Other funds holding NS

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

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

ClearBridge Investments New York $115B AUM 24.78% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's NS Position: Q1 2017 in Review

Gradient Investments sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 424 shares — an estimated $21K sold.

Gradient Investments first reported a position in NS in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

Gradient Investments reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
Gradient Investments sold 424 NuStar Energy L.P. shares in Q1 2017, an estimated $21K.
Gradient Investments first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 2 quarters.
Gradient Investments's NuStar Energy L.P. position peaked at $21K in Q4 2016.
193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.