LTFS
NS

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

Ladenburg Thalmann 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
2019
Q4 		$1.29M Sell
49,871
-1,915
-4% -$53.3K 0.01% 1107
2019
Q3 		$1.47M Buy
51,786
+296
+0.6% +$8.25K 0.01% 988
2019
Q2 		$1.4M Buy
51,490
+3,610
+8% +$98K 0.01% 999
2019
Q1 		$1.29M Sell
47,880
-6,308
-12% -$163K 0.01% 1018
2018
Q4 		$1.14M Sell
54,188
-3,212
-6% -$78.6K 0.01% 964
2018
Q3 		$1.6M Buy
57,400
+28,797
+101% +$763K 0.01% 835
2018
Q2 		$582K Hold
28,603
– – 0.01% 1458
2018
Q1 		$582K Sell
28,603
-787
-3% -$21.1K 0.01% 1458
2017
Q4 		$881K Buy
29,390
+7,650
+35% +$248K 0.01% 1144
2017
Q3 		$883K Sell
21,740
-2,122
-9% -$89.8K 0.01% 1070
2017
Q2 		$1.11M Buy
23,862
+7,507
+46% +$351K 0.01% 882
2017
Q1 		$850K Buy
16,355
+833
+5% +$43.8K 0.01% 984
2016
Q4 		$773K Buy
15,522
+350
+2% +$16.7K 0.01% 987
2016
Q3 		$752K Buy
15,172
+3,647
+32% +$176K 0.01% 952
2016
Q2 		$572K Buy
11,525
+242
+2% +$11.6K 0.01% 1059
2016
Q1 		$448K Sell
11,283
-1,796
-14% -$62.5K 0.01% 1121
2015
Q4 		$524K Sell
13,079
-98
-0.7% -$4.23K 0.01% 997
2015
Q3 		$590K Sell
13,177
-74
-0.6% -$3.91K 0.01% 891
2015
Q2 		$786K Sell
13,251
-412
-3% -$26.1K 0.01% 835
2015
Q1 		$830K Buy
13,663
+7,845
+135% +$475K 0.02% 773
2014
Q4 		$336K Buy
5,818
+3,391
+140% +$202K 0.01% 1123
2014
Q3 		$160K Sell
2,427
-200
-8% -$13K ﹤0.01% 1335
2014
Q2 		$163K Sell
2,627
-292
-10% -$17K ﹤0.01% 1308
2014
Q1 		$160K Sell
2,919
-1,010
-26% -$51.7K ﹤0.01% 1249
2013
Q4 		$200K Sell
3,929
-5,775
-60% -$268K 0.01% 1079
2013
Q3 		$389K Buy
9,704
+2,300
+31% +$97.6K 0.01% 754
2013
Q2 		$338K Buy
+7,404
New +$365K 0.01% 769

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its NuStar Energy L.P. (NS) stake by 3.7% in Q4 2019, selling an estimated $53.3K and leaving 49,871 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1107.

Ladenburg Thalmann Financial Services first reported a position in NS in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.6M in Q3 2018. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 49,871 shares of NuStar Energy L.P. worth $1.29M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,915 NuStar Energy L.P. shares in Q4 2019, an estimated $53.3K.
  • NuStar Energy L.P. made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1107 holding.
  • Ladenburg Thalmann Financial Services first reported a position in NuStar Energy L.P. in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's NuStar Energy L.P. position peaked at $1.6M in Q3 2018.
  • 175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.