Kiley Juergens Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-1,000	Closed	-$27K	–	695
2018 Q3	$27K	Sell	1,000 -306	-23%	-$8.11K	0.02%	321
2018 Q2	$29K	Buy	+1,306	New	+$29.5K	0.03%	273
2018 Q1	–	Sell	-1,306	Closed	-$39K	–	636
2017 Q4	$39K	Buy	+1,306	New	+$42.3K	0.04%	232

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 23.41% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kiley Juergens Wealth Management's NS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Kiley Juergens Wealth Management first reported a position in NS in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q4 2017. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,000 NuStar Energy L.P. shares in Q4 2018, an estimated $27K.
Kiley Juergens Wealth Management first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's NuStar Energy L.P. position peaked at $39K in Q4 2017.
169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.