IWM
NS

IHT Wealth Management’s NuStar Energy L.P. NS Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-445
Closed -$9K – 1441
2018
Q1 		$9K Buy
445
+12
+3% +$322 ﹤0.01% 1224
2017
Q4 		$14K Buy
+433
New +$14K ﹤0.01% 1101

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

IHT Wealth Management's NS Position: Q2 2018 in Review

IHT Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2018, closing a stake of 445 shares — an estimated $9K sold.

IHT Wealth Management first reported a position in NS in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 161 funds tracked by Wall St. Rank hold NS as of Q2 2018.

  • IHT Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 445 NuStar Energy L.P. shares in Q2 2018, an estimated $9K.
  • IHT Wealth Management first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's NuStar Energy L.P. position peaked at $14K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.