Kanaly Trust’s NuStar Energy L.P. NS Stock Holding History

Kanaly Trust’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	-319	Closed	-$21K	–	804
2014 Q3	$21K	Sell	319 -392	-55%	-$25.4K	﹤0.01%	385
2014 Q2	$44K	Hold	711	–	–	0.01%	324
2014 Q1	$39K	Hold	711	–	–	0.01%	325
2013 Q4	$36K	Buy	+711	New	+$33K	0.01%	331

Other funds holding NS

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $235B AUM 32.99% 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

Kanaly Trust's NS Position: Q4 2014 in Review

Kanaly Trust sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 319 shares — an estimated $21K sold.

Kanaly Trust first reported a position in NS in Q4 2013 and held it in 4 quarters. The position peaked at $44K in Q2 2014. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

Kanaly Trust reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 319 NuStar Energy L.P. shares in Q4 2014, an estimated $21K.
Kanaly Trust first reported a position in NuStar Energy L.P. in Q4 2013 and held it in 4 quarters.
Kanaly Trust's NuStar Energy L.P. position peaked at $44K in Q2 2014.
204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.