HRIA
NS

Haberer Registered Investment Advisor’s NuStar Energy L.P. NS Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q4 		– Sell
-100
Closed -$7K – 380
2014
Q3 		$7K Hold
100
– – ﹤0.01% 303
2014
Q2 		$6K Hold
100
– – ﹤0.01% 319
2014
Q1 		$5K Hold
100
– – ﹤0.01% 320
2013
Q4 		$5K Hold
100
– – ﹤0.01% 327
2013
Q3 		$4K Hold
100
– – ﹤0.01% 362
2013
Q2 		$5K Buy
+100
New +$4.93K ﹤0.01% 390

Other funds holding NS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Haberer Registered Investment Advisor's NS Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 100 shares — an estimated $7K sold.

Haberer Registered Investment Advisor first reported a position in NS in Q2 2013 and held it in 6 quarters. The position peaked at $7K in Q3 2014. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 100 NuStar Energy L.P. shares in Q4 2014, an estimated $7K.
  • Haberer Registered Investment Advisor first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's NuStar Energy L.P. position peaked at $7K in Q3 2014.
  • 204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.