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

Gupta 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
2016 Q1	$83K	Hold	2,046	–	–	0.02%	356
2015 Q4	$82K	Hold	2,046	–	–	0.02%	354
2015 Q3	$92K	Hold	2,046	–	–	0.02%	353
2015 Q2	$121K	Hold	2,046	–	–	0.03%	323
2015 Q1	$124K	Buy	+2,046	New	+$124K	0.04%	278

Other funds holding NS

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Gupta Wealth Management's NS Position: Q1 2016 in Review

Gupta Wealth Management held its NuStar Energy L.P. (NS) position steady in Q1 2016 at 2,046 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #356.

Gupta Wealth Management first reported a position in NS in Q1 2015 and has held it in 5 quarters since. The position peaked at $124K in Q1 2015. 187 funds tracked by Wall St. Rank hold NS as of Q1 2016.

Gupta Wealth Management held 2,046 shares of NuStar Energy L.P. worth $83K as of Q1 2016.
Gupta Wealth Management left its NuStar Energy L.P. share count unchanged in Q1 2016.
NuStar Energy L.P. made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #356 holding.
Gupta Wealth Management first reported a position in NuStar Energy L.P. in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's NuStar Energy L.P. position peaked at $124K in Q1 2015.
187 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.