JPLA
NS

Joseph P. Lucia & Associates’s NuStar Energy L.P. NS Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q1 		– Sell
-100
Closed -$1K – 626
2020
Q4 		$1K Buy
+100
New +$1.28K ﹤0.01% 475

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joseph P. Lucia & Associates's NS Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of NuStar Energy L.P. (NS) in Q1 2021, closing a stake of 100 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in NS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 157 funds tracked by Wall St. Rank hold NS as of Q1 2021.

  • Joseph P. Lucia & Associates reported no remaining NuStar Energy L.P. position as of Q1 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 NuStar Energy L.P. shares in Q1 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in NuStar Energy L.P. in Q4 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's NuStar Energy L.P. position peaked at $1K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.