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

Kovack 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
2019 Q4	–	Sell	-9,940	Closed	-$282K	–	565
2019 Q3	$282K	Hold	9,940	–	–	0.06%	351
2019 Q2	$270K	Sell	9,940 -50	-0.5%	-$1.36K	0.06%	326
2019 Q1	$269K	Sell	9,990 -1,900	-16%	-$49.2K	0.07%	314
2018 Q4	$249K	Sell	11,890 -1,144	-9%	-$28K	0.07%	304
2018 Q3	$362K	Buy	13,034 +660	+5%	+$17.5K	0.09%	257
2018 Q2	$280K	Buy	12,374 +400	+3%	+$9.03K	0.08%	287
2018 Q1	$244K	Buy	11,974 +5,094	+74%	+$136K	0.06%	364
2017 Q4	$206K	Buy	+6,880	New	+$223K	0.05%	400

Other funds holding NS

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

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

TCA

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

HFA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kovack Advisors's NS Position: Q4 2019 in Review

Kovack Advisors sold out of NuStar Energy L.P. (NS) in Q4 2019, closing a stake of 9,940 shares — an estimated $282K sold.

Kovack Advisors first reported a position in NS in Q4 2017 and held it in 8 quarters. The position peaked at $362K in Q3 2018. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

Kovack Advisors reported no remaining NuStar Energy L.P. position as of Q4 2019 after selling out during the quarter.
Kovack Advisors sold 9,940 NuStar Energy L.P. shares in Q4 2019, an estimated $282K.
Kovack Advisors first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 8 quarters.
Kovack Advisors's NuStar Energy L.P. position peaked at $362K in Q3 2018.
175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Kovack Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.