IWC
NS

Integrated Wealth Counsel’s NuStar Energy L.P. NS Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-300
Closed -$14K – 213
2013
Q2 		$14K Buy
+300
New +$14.8K 0.01% 150

Other funds holding NS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Integrated Wealth Counsel's NS Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of NuStar Energy L.P. (NS) in Q3 2013, closing a stake of 300 shares — an estimated $14K sold.

Integrated Wealth Counsel first reported a position in NS in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 192 funds tracked by Wall St. Rank hold NS as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining NuStar Energy L.P. position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 300 NuStar Energy L.P. shares in Q3 2013, an estimated $14K.
  • Integrated Wealth Counsel first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's NuStar Energy L.P. position peaked at $14K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.