IMA Advisory Services’s NuStar Energy L.P. NS Stock Holding History

IMA Advisory Services’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
2023 Q1	–	Sell	-320	Closed	-$5.12K	–	348
2022 Q4	$5.12K	Hold	320	–	–	﹤0.01%	285
2022 Q3	$4K	Hold	320	–	–	﹤0.01%	287
2022 Q2	$4K	Hold	320	–	–	﹤0.01%	296
2022 Q1	$5K	Hold	320	–	–	﹤0.01%	270
2021 Q4	$5K	Hold	320	–	–	﹤0.01%	284
2021 Q3	$5K	Hold	320	–	–	﹤0.01%	261
2021 Q2	$6K	Hold	320	–	–	﹤0.01%	252
2021 Q1	$5K	Hold	320	–	–	﹤0.01%	263
2020 Q4	$5K	Buy	+320	New	+$4.1K	﹤0.01%	255
2013 Q4	–	Sell	-5,220	Closed	-$209K	–	166
2013 Q3	$209K	Buy	+5,220	New	+$222K	0.1%	150

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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

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

IMA Advisory Services's NS Position: Q1 2023 in Review

IMA Advisory Services sold out of NuStar Energy L.P. (NS) in Q1 2023, closing a stake of 320 shares — an estimated $5.12K sold.

IMA Advisory Services first reported a position in NS in Q3 2013 and held it in 10 quarters. The position peaked at $209K in Q3 2013. 132 funds tracked by Wall St. Rank hold NS as of Q1 2023.

IMA Advisory Services reported no remaining NuStar Energy L.P. position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 320 NuStar Energy L.P. shares in Q1 2023, an estimated $5.12K.
IMA Advisory Services first reported a position in NuStar Energy L.P. in Q3 2013 and held it in 10 quarters.
IMA Advisory Services's NuStar Energy L.P. position peaked at $209K in Q3 2013.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.