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

Investors Capital 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
2014 Q4	–	Sell	-3,363	Closed	-$221K	–	751
2014 Q3	$221K	Sell	3,363 -1,916	-36%	-$124K	0.04%	544
2014 Q2	$326K	Buy	5,279 +1,021	+24%	+$59.3K	0.05%	452
2014 Q1	$233K	Sell	4,258 -11,082	-72%	-$567K	0.05%	480
2013 Q4	$781K	Sell	15,340 -2,378	-13%	-$110K	0.18%	163
2013 Q3	$710K	Sell	17,718 -2,053	-10%	-$87.1K	0.18%	159
2013 Q2	$901K	Buy	+19,771	New	+$974K	0.27%	104

Other funds holding NS

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Investors Capital Advisory Services's NS Position: Q4 2014 in Review

Investors Capital Advisory Services sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 3,363 shares — an estimated $221K sold.

Investors Capital Advisory Services first reported a position in NS in Q2 2013 and held it in 6 quarters. The position peaked at $901K in Q2 2013. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

Investors Capital Advisory Services reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 3,363 NuStar Energy L.P. shares in Q4 2014, an estimated $221K.
Investors Capital Advisory Services first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 6 quarters.
Investors Capital Advisory Services's NuStar Energy L.P. position peaked at $901K in Q2 2013.
204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Investors Capital Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.