Howe & Rusling’s NuStar Energy L.P. NS Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-365	Closed	-$18K	–	1138
2016 Q2	$18K	Buy	+365	New	+$17.5K	﹤0.01%	376

Other funds holding NS

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

CCCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Howe & Rusling's NS Position: Q3 2016 in Review

Howe & Rusling sold out of NuStar Energy L.P. (NS) in Q3 2016, closing a stake of 365 shares — an estimated $18K sold.

Howe & Rusling first reported a position in NS in Q2 2016 and held it in 1 quarter. The position peaked at $18K in Q2 2016. 194 funds tracked by Wall St. Rank hold NS as of Q3 2016.

Howe & Rusling reported no remaining NuStar Energy L.P. position as of Q3 2016 after selling out during the quarter.
Howe & Rusling sold 365 NuStar Energy L.P. shares in Q3 2016, an estimated $18K.
Howe & Rusling first reported a position in NuStar Energy L.P. in Q2 2016 and held it in 1 quarter.
Howe & Rusling's NuStar Energy L.P. position peaked at $18K in Q2 2016.
194 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.