KFA
NS

Kelleher Financial Advisors’s NuStar Energy L.P. NS Stock Holding History

Kelleher Financial 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
2016
Q2 		– Sell
-255
Closed -$10K – 214
2016
Q1 		$10K Buy
+255
New +$8.88K 0.01% 201

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Kelleher Financial Advisors's NS Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of NuStar Energy L.P. (NS) in Q2 2016, closing a stake of 255 shares — an estimated $10K sold.

Kelleher Financial Advisors first reported a position in NS in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 192 funds tracked by Wall St. Rank hold NS as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining NuStar Energy L.P. position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 255 NuStar Energy L.P. shares in Q2 2016, an estimated $10K.
  • Kelleher Financial Advisors first reported a position in NuStar Energy L.P. in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's NuStar Energy L.P. position peaked at $10K in Q1 2016.
  • 192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.