Janney Montgomery Scott
NS

Janney Montgomery Scott’s NuStar Energy L.P. NS Stock Holding History

Janney Montgomery Scott’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
2019
Q4 		– Sell
-27,490
Closed -$779K – 2146
2019
Q3 		$779K Buy
27,490
+290
+1% +$8.08K 0.01% 1150
2019
Q2 		$738K Hold
27,200
– – 0.01% 1202
2019
Q1 		$731K Buy
27,200
+400
+1% +$10.3K 0.01% 1190
2018
Q4 		$561K Sell
26,800
-2,830
-10% -$69.2K 0.01% 1230
2018
Q3 		$824K Sell
29,630
-4,847
-14% -$128K 0.01% 1152
2018
Q2 		$781K Sell
34,477
-1,385
-4% -$31.3K 0.01% 1123
2018
Q1 		$731K Sell
35,862
-1,016
-3% -$27.2K 0.01% 1113
2017
Q4 		$1.1M Buy
36,878
+2,169
+6% +$70.3K 0.01% 902
2017
Q3 		$1.41M Buy
34,709
+1,265
+4% +$53.5K 0.02% 768
2017
Q2 		$1.56M Buy
33,444
+1,755
+6% +$82.1K 0.02% 671
2017
Q1 		$1.65M Buy
31,689
+24,021
+313% +$1.26M 0.02% 644
2016
Q4 		$382K Hold
7,668
– – 0.01% 1196
2016
Q3 		$380K Buy
+7,668
New +$369K 0.01% 1087
2016
Q2 		– Sell
-8,468
Closed -$342K – 1212
2016
Q1 		$342K Sell
8,468
-6,675
-44% -$232K 0.01% 908
2015
Q4 		$607K Buy
15,143
+5,075
+50% +$219K 0.02% 724
2015
Q3 		$451K Buy
10,068
+1,079
+12% +$57K 0.01% 881
2015
Q2 		$533K Buy
8,989
+496
+6% +$31.4K 0.01% 1133
2015
Q1 		$516K Sell
8,493
-380
-4% -$23K 0.01% 1349
2014
Q4 		$512K Sell
8,873
-1,315
-13% -$78.2K 0.01% 1306
2014
Q3 		$672K Buy
10,188
+750
+8% +$48.6K 0.01% 1074
2014
Q2 		$585K Sell
9,438
-800
-8% -$46.5K 0.01% 1126
2014
Q1 		$563K Buy
10,238
+115
+1% +$5.89K 0.01% 1046
2013
Q4 		$516K Sell
10,123
-7,886
-44% -$366K 0.01% 1067
2013
Q3 		$722K Buy
18,009
+932
+5% +$39.5K 0.02% 797
2013
Q2 		$780K Buy
+17,077
New +$842K 0.08% 288

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Janney Montgomery Scott's NS Position: Q4 2019 in Review

Janney Montgomery Scott sold out of NuStar Energy L.P. (NS) in Q4 2019, closing a stake of 27,490 shares — an estimated $779K sold.

Janney Montgomery Scott first reported a position in NS in Q2 2013 and held it in 25 quarters. The position peaked at $1.65M in Q1 2017. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

  • Janney Montgomery Scott reported no remaining NuStar Energy L.P. position as of Q4 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 27,490 NuStar Energy L.P. shares in Q4 2019, an estimated $779K.
  • Janney Montgomery Scott first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 25 quarters.
  • Janney Montgomery Scott's NuStar Energy L.P. position peaked at $1.65M in Q1 2017.
  • 175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Janney Montgomery Scott's 13F filing for Q4 2019, filed 21 Jan 2020.