GWM
NSH

Gupta Wealth Management’s NuStar GP Holdings LLC NSH Stock Holding History

Gupta Wealth Management’s Portfolio NSH Stock Details NSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,700
Closed -$45K – 1398
2015
Q3 		$45K Hold
1,700
– – 0.01% 471
2015
Q2 		$65K Hold
1,700
– – 0.02% 417
2015
Q1 		$60K Buy
+1,700
New +$60.4K 0.02% 378

Other funds holding NSH

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
TPH Asset Management Houston, Texas $1.01B AUM 2.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's NSH Position: Q4 2015 in Review

Gupta Wealth Management sold out of NuStar GP Holdings LLC (NSH) in Q4 2015, closing a stake of 1,700 shares — an estimated $45K sold.

Gupta Wealth Management first reported a position in NSH in Q1 2015 and held it in 3 quarters. The position peaked at $65K in Q2 2015. 80 funds tracked by Wall St. Rank hold NSH as of Q4 2015.

  • Gupta Wealth Management reported no remaining NuStar GP Holdings LLC position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,700 NuStar GP Holdings LLC shares in Q4 2015, an estimated $45K.
  • Gupta Wealth Management first reported a position in NuStar GP Holdings LLC in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's NuStar GP Holdings LLC position peaked at $65K in Q2 2015.
  • 80 funds tracked by Wall St. Rank held NuStar GP Holdings LLC as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.