JP Morgan Private Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

JP Morgan Private 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
2022 Q3	–	Sell	-17,743	Closed	-$248K	–	1998
2022 Q2	$248K	Buy	17,743 +1,598	+10%	+$24.1K	﹤0.01%	1744
2022 Q1	$233K	Buy	16,145 +4,590	+40%	+$74.1K	﹤0.01%	1855
2021 Q4	$183K	Buy	+11,555	New	+$179K	﹤0.01%	1923
2021 Q2	–	Sell	-13,214	Closed	-$226K	–	1948
2021 Q1	$226K	Sell	13,214 -15,810	-54%	-$269K	﹤0.01%	1637
2020 Q4	$418K	Buy	29,024 +3,007	+12%	+$38.5K	﹤0.01%	1363
2020 Q3	$276K	Buy	26,017 +6,087	+31%	+$81.4K	﹤0.01%	1396
2020 Q2	$285K	Buy	+19,930	New	+$265K	﹤0.01%	1325
2014 Q1	–	Sell	-20,865	Closed	-$1.06M	–	889
2013 Q4	$1.06M	Buy	+20,865	New	+$968K	0.02%	335

Other funds holding NS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NS Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q3 2022, closing a stake of 17,743 shares — an estimated $248K sold.

JP Morgan Private Wealth Advisors first reported a position in NS in Q4 2013 and held it in 8 quarters. The position peaked at $1.06M in Q4 2013. 135 funds tracked by Wall St. Rank hold NS as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,743 NuStar Energy L.P. shares in Q3 2022, an estimated $248K.
JP Morgan Private Wealth Advisors first reported a position in NuStar Energy L.P. in Q4 2013 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's NuStar Energy L.P. position peaked at $1.06M in Q4 2013.
135 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.