Kore Private Wealth’s NuStar Energy L.P. NS Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-320	Closed	-$4K	–	1135
2020 Q2	$4K	Sell	320 -20	-6%	-$266	﹤0.01%	969
2020 Q1	$3K	Sell	340 -80	-19%	-$1.74K	﹤0.01%	897
2019 Q4	$11K	Buy	+420	New	+$11.7K	﹤0.01%	732
2019 Q2	–	Sell	-400	Closed	-$11K	–	815
2019 Q1	$11K	Hold	400	–	–	﹤0.01%	621
2018 Q4	$8K	Buy	+400	New	+$9.78K	﹤0.01%	611

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Kore Private Wealth's NS Position: Q3 2020 in Review

Kore Private Wealth sold out of NuStar Energy L.P. (NS) in Q3 2020, closing a stake of 320 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in NS in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q4 2019. 149 funds tracked by Wall St. Rank hold NS as of Q3 2020.

Kore Private Wealth reported no remaining NuStar Energy L.P. position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 320 NuStar Energy L.P. shares in Q3 2020, an estimated $4K.
Kore Private Wealth first reported a position in NuStar Energy L.P. in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's NuStar Energy L.P. position peaked at $11K in Q4 2019.
149 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.