HighTower Trust’s NuStar Energy L.P. NS Stock Holding History

HighTower Trust’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	-4,200	Closed	-$209K	–	160
2016 Q4	$209K	Buy	+4,200	New	+$200K	0.02%	143

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

HighTower Trust's NS Position: Q1 2017 in Review

HighTower Trust sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 4,200 shares — an estimated $209K sold.

HighTower Trust first reported a position in NS in Q4 2016 and held it in 1 quarter. The position peaked at $209K in Q4 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

HighTower Trust reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
HighTower Trust sold 4,200 NuStar Energy L.P. shares in Q1 2017, an estimated $209K.
HighTower Trust first reported a position in NuStar Energy L.P. in Q4 2016 and held it in 1 quarter.
HighTower Trust's NuStar Energy L.P. position peaked at $209K in Q4 2016.
193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on HighTower Trust's 13F filing for Q1 2017, filed 15 May 2017.