KMS Financial Services’s NuStar Energy L.P. NS Stock Holding History

KMS Financial Services’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 Q3	$230K	Hold	3,491	–	–	0.03%	447
2014 Q2	$216K	Buy	+3,491	New	+$203K	0.03%	477

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

TCA

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

KMS Financial Services's NS Position: Q3 2014 in Review

KMS Financial Services held its NuStar Energy L.P. (NS) position steady in Q3 2014 at 3,491 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #447.

KMS Financial Services first reported a position in NS in Q2 2014 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold NS as of Q3 2014.

KMS Financial Services held 3,491 shares of NuStar Energy L.P. worth $230K as of Q3 2014.
KMS Financial Services left its NuStar Energy L.P. share count unchanged in Q3 2014.
NuStar Energy L.P. made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #447 holding.
KMS Financial Services first reported a position in NuStar Energy L.P. in Q2 2014 and has held it in 2 quarters since.
208 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.