HFA
NS

Harvest Fund Advisors’s NuStar Energy L.P. NS Stock Holding History

Harvest Fund Advisors’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
Q1 		$45.3M Buy
5,275,132
+157,356
+3% +$3.42M 0.93% 19
2019
Q4 		$132M Sell
5,117,776
-6,626,950
-56% -$184M 1.47% 16
2019
Q3 		$333M Sell
11,744,726
-218,822
-2% -$6.1M 3.47% 10
2019
Q2 		$325M Buy
11,963,548
+223,404
+2% +$6.07M 3.23% 12
2019
Q1 		$316M Buy
11,740,144
+1,214,598
+12% +$31.4M 3.09% 10
2018
Q4 		$220M Buy
10,525,546
+1,712,890
+19% +$41.9M 2.54% 12
2018
Q3 		$245M Buy
8,812,656
+4,021,664
+84% +$107M 2.2% 13
2018
Q2 		$109M Sell
4,790,992
-398,358
-8% -$8.99M 1.1% 21
2018
Q1 		$106M Buy
+5,189,350
New +$139M 1.23% 21
2017
Q3 		$193M Sell
4,766,566
-3,697
-0.1% -$156K 2.01% 13
2017
Q2 		$222M Buy
4,770,263
+295,030
+7% +$13.8M 2.29% 11
2017
Q1 		$233M Buy
4,475,233
+298,446
+7% +$15.7M 2.2% 14
2016
Q4 		$208M Buy
4,176,787
+327,548
+9% +$15.6M 2.14% 15
2016
Q3 		$191M Buy
3,849,239
+91,640
+2% +$4.41M 2.03% 15
2016
Q2 		$187M Buy
3,757,599
+933,919
+33% +$44.7M 2.18% 13
2016
Q1 		$114M Buy
2,823,680
+259,738
+10% +$9.04M 1.75% 14
2015
Q4 		$103M Buy
2,563,942
+132,027
+5% +$5.7M 1.58% 16
2015
Q3 		$109M Buy
2,431,915
+293,895
+14% +$15.5M 1.68% 16
2015
Q2 		$127M Buy
2,138,020
+506,555
+31% +$32M 1.73% 13
2015
Q1 		$99M Buy
1,631,465
+243,814
+18% +$14.8M 1.48% 16
2014
Q4 		$80.1M Buy
1,387,651
+676,299
+95% +$40.2M 1.2% 25
2014
Q3 		$46.9M Buy
711,352
+121,919
+21% +$7.91M 0.74% 36
2014
Q2 		$36.6M Buy
589,433
+265,815
+82% +$15.4M 0.61% 36
2014
Q1 		$17.8M Buy
323,618
+73,616
+29% +$3.77M 0.38% 42
2013
Q4 		$12.7M Sell
250,002
-4,131
-2% -$192K 0.31% 42
2013
Q3 		$10.2M Buy
+254,133
New +$10.8M 0.33% 33

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM

Harvest Fund Advisors's NS Position: Q1 2020 in Review

Harvest Fund Advisors increased its NuStar Energy L.P. (NS) stake by 3.1% in Q1 2020, buying an estimated $3.42M and bringing the position to 5,275,132 shares worth $45.3M. The position accounts for 0.93% of the portfolio, ranked #19.

Harvest Fund Advisors first reported a position in NS in Q3 2013 and has held it in 26 quarters since. The position peaked at $333M in Q3 2019. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

  • Harvest Fund Advisors held 5,275,132 shares of NuStar Energy L.P. worth $45.3M as of Q1 2020.
  • Harvest Fund Advisors bought 157,356 NuStar Energy L.P. shares in Q1 2020, an estimated $3.42M.
  • NuStar Energy L.P. made up 0.93% of Harvest Fund Advisors's portfolio in Q1 2020, its #19 holding.
  • Harvest Fund Advisors first reported a position in NuStar Energy L.P. in Q3 2013 and has held it in 26 quarters since.
  • Harvest Fund Advisors's NuStar Energy L.P. position peaked at $333M in Q3 2019.
  • 158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Harvest Fund Advisors's 13F filing for Q1 2020, filed 15 May 2020.