Kings Point Capital Management’s NuStar Energy L.P. NS Stock Holding History

Kings Point Capital 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
2017 Q2	–	Sell	-1,000	Closed	-$52K	–	361
2017 Q1	$52K	Hold	1,000	–	–	0.01%	216
2016 Q4	$50K	Hold	1,000	–	–	0.01%	196
2016 Q3	$50K	Hold	1,000	–	–	0.01%	182
2016 Q2	$50K	Hold	1,000	–	–	0.01%	184
2016 Q1	$40K	Hold	1,000	–	–	0.01%	196
2015 Q4	$40K	Hold	1,000	–	–	0.01%	230
2015 Q3	$45K	Hold	1,000	–	–	0.01%	227
2015 Q2	$59K	Hold	1,000	–	–	0.01%	200
2015 Q1	$61K	Hold	1,000	–	–	0.02%	198
2014 Q4	$58K	Hold	1,000	–	–	0.02%	187
2014 Q3	$66K	Hold	1,000	–	–	0.02%	169
2014 Q2	$62K	Hold	1,000	–	–	0.02%	169
2014 Q1	$55K	Hold	1,000	–	–	0.02%	170
2013 Q4	$51K	Hold	1,000	–	–	0.02%	167
2013 Q3	$40K	Hold	1,000	–	–	0.02%	190
2013 Q2	$46K	Buy	+1,000	New	+$49.3K	0.02%	193

Other funds holding NS

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TCA

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kings Point Capital Management's NS Position: Q2 2017 in Review

Kings Point Capital Management sold out of NuStar Energy L.P. (NS) in Q2 2017, closing a stake of 1,000 shares — an estimated $52K sold.

Kings Point Capital Management first reported a position in NS in Q2 2013 and held it in 16 quarters. The position peaked at $66K in Q3 2014. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

Kings Point Capital Management reported no remaining NuStar Energy L.P. position as of Q2 2017 after selling out during the quarter.
Kings Point Capital Management sold 1,000 NuStar Energy L.P. shares in Q2 2017, an estimated $52K.
Kings Point Capital Management first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 16 quarters.
Kings Point Capital Management's NuStar Energy L.P. position peaked at $66K in Q3 2014.
195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.