Independent Advisor Alliance’s NuStar Energy L.P. NS Stock Holding History

Independent Advisor Alliance’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
2020 Q4	–	Sell	-10,130	Closed	-$108K	–	599
2020 Q3	$108K	Buy	10,130 +56	+0.6%	+$749	0.01%	474
2020 Q2	$144K	Buy	+10,074	New	+$134K	0.02%	452
2020 Q1	–	Sell	-8,067	Closed	-$209K	–	902
2019 Q4	$209K	Sell	8,067 -70	-0.9%	-$1.95K	0.01%	809
2019 Q3	$230K	Buy	8,137 +5	+0.1%	+$139	0.03%	391
2019 Q2	$221K	Sell	8,132 -170	-2%	-$4.62K	0.03%	360
2019 Q1	$223K	Buy	+8,302	New	+$215K	0.03%	382
2018 Q4	–	Sell	-8,052	Closed	-$231K	–	473
2018 Q3	$231K	Buy	+8,052	New	+$213K	0.04%	314

Other funds holding NS

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

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

TCA

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Independent Advisor Alliance's NS Position: Q4 2020 in Review

Independent Advisor Alliance sold out of NuStar Energy L.P. (NS) in Q4 2020, closing a stake of 10,130 shares — an estimated $108K sold.

Independent Advisor Alliance first reported a position in NS in Q3 2018 and held it in 7 quarters. The position peaked at $231K in Q3 2018. 157 funds tracked by Wall St. Rank hold NS as of Q4 2020.

Independent Advisor Alliance reported no remaining NuStar Energy L.P. position as of Q4 2020 after selling out during the quarter.
Independent Advisor Alliance sold 10,130 NuStar Energy L.P. shares in Q4 2020, an estimated $108K.
Independent Advisor Alliance first reported a position in NuStar Energy L.P. in Q3 2018 and held it in 7 quarters.
Independent Advisor Alliance's NuStar Energy L.P. position peaked at $231K in Q3 2018.
157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.