Intercontinental Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

Intercontinental Wealth Advisors’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 Q1	–	Sell	-386	Closed	-$11K	–	316
2019 Q4	$11K	Hold	386	–	–	0.01%	276
2019 Q3	$11K	Hold	386	–	–	0.01%	333
2019 Q2	$10K	Hold	386	–	–	0.01%	328
2019 Q1	$10K	Sell	386 -1,443	-79%	-$37.3K	0.01%	356
2018 Q4	$38K	Buy	+1,829	New	+$44.7K	0.02%	240

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors's NS Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q1 2020, closing a stake of 386 shares — an estimated $11K sold.

Intercontinental Wealth Advisors first reported a position in NS in Q4 2018 and held it in 5 quarters. The position peaked at $38K in Q4 2018. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 386 NuStar Energy L.P. shares in Q1 2020, an estimated $11K.
Intercontinental Wealth Advisors first reported a position in NuStar Energy L.P. in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's NuStar Energy L.P. position peaked at $38K in Q4 2018.
158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.