Icon Wealth Partners’s NuStar GP Holdings LLC NSH Stock Holding History

Icon Wealth Partners’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
2018 Q3	–	Sell	-6,130	Closed	-$76K	–	827
2018 Q2	$76K	Buy	+6,130	New	+$76.7K	0.03%	298
2018 Q1	–	Sell	-4,405	Closed	-$69K	–	851
2017 Q4	$69K	Buy	+4,405	New	+$73.4K	0.03%	342

Other funds holding NSH

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Icon Wealth Partners's NSH Position: Q3 2018 in Review

Icon Wealth Partners sold out of NuStar GP Holdings LLC (NSH) in Q3 2018, closing a stake of 6,130 shares — an estimated $76K sold.

Icon Wealth Partners first reported a position in NSH in Q4 2017 and held it in 2 quarters. The position peaked at $76K in Q2 2018. 2 funds tracked by Wall St. Rank hold NSH as of Q3 2018.

Icon Wealth Partners reported no remaining NuStar GP Holdings LLC position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 6,130 NuStar GP Holdings LLC shares in Q3 2018, an estimated $76K.
Icon Wealth Partners first reported a position in NuStar GP Holdings LLC in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's NuStar GP Holdings LLC position peaked at $76K in Q2 2018.
2 funds tracked by Wall St. Rank held NuStar GP Holdings LLC as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.