Joel Isaacson & Co’s NuStar Energy L.P. NS Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-500	Closed	-$25K	–	562
2016 Q4	$25K	Hold	500	–	–	0.01%	408
2016 Q3	$25K	Hold	500	–	–	0.01%	437
2016 Q2	$25K	Hold	500	–	–	0.01%	438
2016 Q1	$20K	Hold	500	–	–	﹤0.01%	487
2015 Q4	$20K	Hold	500	–	–	﹤0.01%	465
2015 Q3	$22K	Hold	500	–	–	0.01%	462
2015 Q2	$30K	Buy	+500	New	+$31.6K	0.01%	440

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

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

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Joel Isaacson & Co's NS Position: Q1 2017 in Review

Joel Isaacson & Co sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 500 shares — an estimated $25K sold.

Joel Isaacson & Co first reported a position in NS in Q2 2015 and held it in 7 quarters. The position peaked at $30K in Q2 2015. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

Joel Isaacson & Co reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 500 NuStar Energy L.P. shares in Q1 2017, an estimated $25K.
Joel Isaacson & Co first reported a position in NuStar Energy L.P. in Q2 2015 and held it in 7 quarters.
Joel Isaacson & Co's NuStar Energy L.P. position peaked at $30K in Q2 2015.
193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.